MFW

Mosaic Family Wealth Portfolio holdings

AUM $383M
1-Year Est. Return 20.64%
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$1.78M
3
+$1.69M
4
POST icon
Post Holdings
POST
+$1.38M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.32M

Top Sells

1
+$5.42M
2
+$3.19M
3
+$3.11M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.88M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.57M

Sector Composition

1 Energy 7.27%
2 Healthcare 6.67%
3 Technology 4.91%
4 Consumer Staples 4.42%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K 0.01%
1,100
477
$15K 0.01%
1,024
478
$15K 0.01%
1,950
479
$14K 0.01%
1,158
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480
$14K 0.01%
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481
$14K 0.01%
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482
$14K 0.01%
401
483
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484
$14K 0.01%
204
485
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+1,000
486
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192
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487
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488
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231
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617
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492
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421
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493
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494
$13K 0.01%
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495
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497
$12K 0.01%
248
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499
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500
$12K 0.01%
271
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