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
$217M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$639K
3 +$413K
4
SCHW icon
Charles Schwab
SCHW
+$412K
5
MON
Monsanto Co
MON
+$363K

Top Sells

1 +$2.21M
2 +$657K
3 +$476K
4
HAL icon
Halliburton
HAL
+$346K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$317K

Sector Composition

1 Energy 8.64%
2 Technology 5.26%
3 Healthcare 4.96%
4 Financials 4.74%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-135
777
-1,400
778
$0 ﹤0.01%
185
779
-402
780
-61
781
$0 ﹤0.01%
10
782
-49