MFW
Mosaic Family Wealth Portfolio holdings
AUM
$383M
1-Year Est. Return
20.64%
1 Year Est. Return
+20.64%
AUM
$361M
AUM Growth
+$15.9M
(+4.6%)
Holding
179
Top Buys
| 1 | +$2.15M | |
| 2 | +$2.09M | |
| 3 | +$1.71M | |
| 4 |
Bank of America
BAC
|
+$1.34M |
| 5 |
HP
HPQ
|
+$1.23M |
Top Sells
| 1 | +$582K | |
| 2 | +$405K | |
| 3 | +$281K | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$261K |
| 5 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$254K |
Sector Composition
| 1 | Technology | 6.03% |
| 2 | Consumer Discretionary | 3.61% |
| 3 | Financials | 3.01% |
| 4 | Healthcare | 2.52% |
| 5 | Consumer Staples | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Edgewell Personal Care
EPC
$941M
| – | – |
-4,576
|
|
||
|
177
iShares US Small Cap Equity Factor ETF
SMLF
$2.32B
| – | – |
-4,634
|
|
||
178
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-1,015
|
|
||
|
179
Vanguard Health Care ETF
VHT
$15.9B
| – | – |
-1,055
|
|