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
$242M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$759K
2 +$369K
3 +$334K
4
AAPL icon
Apple
AAPL
+$324K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$283K

Top Sells

1 +$374K
2 +$286K
3 +$262K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$255K
5
APU
AmeriGas Partners, L.P.
APU
+$243K

Sector Composition

1 Energy 3.84%
2 Technology 3.83%
3 Financials 3.26%
4 Consumer Discretionary 3.2%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,315
177
-6,988