MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+1.5%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.32%
Holding
378
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
White Mountains Insurance
WTM
|
$20.5M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$12.4M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$9.26M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$8.95M |
| 5 |
BBBY
Bed Bath & Beyond, Inc.
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% |
