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
$239M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$875K
3
+$527K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$490K
5
WES icon
Western Midstream Partners
WES
+$485K

Top Sells

1
+$709K
2
+$374K
3
+$365K
4
AAPL icon
Apple
AAPL
+$359K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$266K

Sector Composition

1 Energy 4.23%
2 Technology 3.56%
3 Consumer Discretionary 3.29%
4 Financials 3.13%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
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