MWM

Mascoma Wealth Management Portfolio holdings

AUM $454M
1-Year Est. Return 9.51%
This Quarter Est. Return
1 Year Est. Return
+9.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$12.4M
3
+$9.26M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$8.95M
5
BBBY
Bed Bath & Beyond
BBBY
+$8.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Healthcare 3.19%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
+469
227
$18K 0.01%
+1,000
228
$18K 0.01%
+50
229
$18K 0.01%
+125
230
$18K 0.01%
+100
231
$17K 0.01%
+45
232
$17K 0.01%
+115
233
$17K 0.01%
+500
234
$16K 0.01%
+130
235
$16K 0.01%
+242
236
$15K 0.01%
+340
237
$15K 0.01%
+1,000
238
$15K 0.01%
+235
239
$15K 0.01%
+140
240
$15K 0.01%
+300
241
$15K 0.01%
+340
242
$15K 0.01%
+300
243
$15K 0.01%
+500
244
$14K 0.01%
+570
245
$14K 0.01%
+632
246
$14K 0.01%
+125
247
$14K 0.01%
+200
248
$14K 0.01%
+480
249
$13K 0.01%
+800
250
$13K 0.01%
+320
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