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
$152M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.35M
3
+$2.89M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.09M

Top Sells

1
+$6.99M
2
+$3.02M
3
+$2.9M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$999K
5
INTF icon
iShares International Equity Factor ETF
INTF
+$574K

Sector Composition

1 Industrials 4.81%
2 Technology 3.65%
3 Healthcare 3.5%
4 Communication Services 3%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.02%
416
-65
227
$22K 0.01%
275
228
$22K 0.01%
140
229
$22K 0.01%
320
+1
230
$22K 0.01%
365
-60
231
$21K 0.01%
300
-500
232
$21K 0.01%
148
233
$21K 0.01%
+742
234
$21K 0.01%
+375
235
$21K 0.01%
226
236
$20K 0.01%
1,000
237
$20K 0.01%
824
238
$19K 0.01%
800
239
$19K 0.01%
117
-104
240
$19K 0.01%
335
241
$18K 0.01%
570
242
$18K 0.01%
700
243
$18K 0.01%
280
244
$18K 0.01%
253
245
$18K 0.01%
383
246
$18K 0.01%
500
247
$17K 0.01%
560
-600
248
$17K 0.01%
350
249
$17K 0.01%
500
250
$16K 0.01%
100
8 9
10
11 12