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MWM
Mascoma Wealth Management Portfolio holdings
AUM
$484M
1-Year Est. Return
11.69%
This Fund
S&P 500
This Quarter
Est. Return
+1.5%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.68%
Top 10 Holdings %
Top 10 Hldgs %
62.32%
Holding
378
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
White Mountains Insurance
WTM
|
+$20.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12.3M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$9.24M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$9.15M |
| 5 |
BBBY
Bed Bath & Beyond
BBBY
|
+$7.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Consumer Discretionary | 6.51% |
| 3 | Technology | 3.4% |
| 4 | Industrials | 3.19% |
| 5 | Healthcare | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
NOV
NOV
$6.99B
| $18K | 0.01% |
+469
| New | +$17.1K |
|
227
Pultegroup
PHM
$24.6B
| $18K | 0.01% |
+1,000
| New | +$19K |
|
228
Regeneron Pharmaceuticals
REGN
$71.2B
| $18K | 0.01% |
+50
| New | +$19K |
|
229
Thermo Fisher Scientific
TMO
$202B
| $18K | 0.01% |
+125
| New | +$18.4K |
|
230
Whirlpool
WHR
$2.59B
| $18K | 0.01% |
+100
| New | +$16.6K |
|
231
Blackrock
BLK
$168B
| $17K | 0.01% |
+45
| New | +$16.5K |
|
232
Elevance Health
ELV
$81B
| $17K | 0.01% |
+115
| New | +$15.4K |
|
|
NTUS
233
DELISTED
Natus Medical Inc
NTUS
| $17K | 0.01% |
+500
| New | +$19.6K |
|
234
Stryker
SYK
$127B
| $16K | 0.01% |
+130
| New | +$15K |
|
|
GER
235
DELISTED
Goldman Sachs MLP Energy Renaissance Fund
GER
| $16K | 0.01% |
+242
| New | +$15.2K |
|
236
Cooper Companies
COO
$14.3B
| $15K | 0.01% |
+340
| New | +$14.8K |
|
237
Exelixis
EXEL
$14B
| $15K | 0.01% |
+1,000
| New | +$14.4K |
|
238
Itron
ITRI
$3.81B
| $15K | 0.01% |
+235
| New | +$14.2K |
|
239
iShares Russell 1000 Growth ETF
IWF
$125B
| $15K | 0.01% |
+560
| New | +$14.5K |
|
240
Marathon Petroleum
MPC
$89.3B
| $15K | 0.01% |
+300
| New | +$13.6K |
|
241
Newell Brands
NWL
$2.31B
| $15K | 0.01% |
+340
| New | +$16.5K |
|
242
Southern Company
SO
$108B
| $15K | 0.01% |
+300
| New | +$14.7K |
|
|
UCB
243
United Community Banks
UCB
$4.44B
| $15K | 0.01% |
+500
| New | +$12.5K |
|
244
Ciena
CIEN
$55B
| $14K | 0.01% |
+570
| New | +$12.5K |
|
|
HBI
245
DELISTED
Hanesbrands
HBI
| $14K | 0.01% |
+632
| New | +$15.1K |
|
246
iShares Russell 1000 Value ETF
IWD
$82.4B
| $14K | 0.01% |
+125
| New | +$13.5K |
|
247
Valero Energy
VLO
$89.2B
| $14K | 0.01% |
+200
| New | +$12.3K |
|
248
Weyerhaeuser
WY
$17.6B
| $14K | 0.01% |
+480
| New | +$14.8K |
|
249
Amphenol
APH
$188B
| $13K | 0.01% |
+800
| New | +$13.3K |
|
|
DATA
250
DELISTED
Tableau Software, Inc.
DATA
| $13K | 0.01% |
+320
| New | +$14.9K |
|
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