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
$232M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.89M
3
+$5.92M
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$5.65M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$3.39M

Top Sells

1
+$8.12M
2
+$6.59M
3
+$5.18M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$4.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.43M

Sector Composition

1 Technology 3.85%
2 Healthcare 2.68%
3 Communication Services 2.67%
4 Industrials 2.47%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.02%
+1,611
227
$41K 0.02%
+192
228
$41K 0.02%
+769
229
$41K 0.02%
+1,517
230
$41K 0.02%
+1,250
231
$41K 0.02%
+172
232
$40K 0.02%
+3,000
233
$40K 0.02%
+300
234
$40K 0.02%
+145
235
$40K 0.02%
+663
236
$40K 0.02%
+250
237
$40K 0.02%
+191
238
$39K 0.02%
+244
239
$39K 0.02%
+1,452
240
$39K 0.02%
+160
241
$39K 0.02%
+2,000
242
$39K 0.02%
+345
243
$39K 0.02%
+178
244
$36K 0.02%
+240
245
$36K 0.02%
+929
246
$35K 0.02%
+460
247
$35K 0.02%
+362
248
$34K 0.01%
+1,091
249
$33K 0.01%
+533
250
$33K 0.01%
+275
8 9
10
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