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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.02%
+663
227
$41K 0.02%
+145
228
$41K 0.02%
+600
229
$41K 0.02%
+1,611
230
$40K 0.02%
+1,225
231
$38K 0.01%
+191
232
$38K 0.01%
+1,050
233
$37K 0.01%
+533
234
$36K 0.01%
+855
235
$36K 0.01%
+240
236
$35K 0.01%
+362
237
$34K 0.01%
+141
238
$34K 0.01%
+435
239
$34K 0.01%
+634
240
$34K 0.01%
+270
241
$34K 0.01%
+619
242
$33K 0.01%
+294
243
$33K 0.01%
+1,397
244
$33K 0.01%
+200
245
$33K 0.01%
+196
246
$32K 0.01%
+600
247
$32K 0.01%
+406
248
$31K 0.01%
+350
249
$31K 0.01%
+514
250
$30K 0.01%
+275
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