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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
415
227
$30.7K 0.01%
70
228
$30.5K 0.01%
1,335
229
$30.3K 0.01%
414
230
$30.1K 0.01%
927
231
$30.1K 0.01%
406
232
$29.9K 0.01%
136
-1,362
233
$29.8K 0.01%
272
-115
234
$29.8K 0.01%
1,200
+1,000
235
$29.4K 0.01%
534
-28
236
$29.1K 0.01%
288
-506
237
$29.1K 0.01%
929
-54
238
$28.6K 0.01%
55
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239
$28.3K 0.01%
245
240
$27.4K 0.01%
824
241
$27.2K 0.01%
195
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242
$27K 0.01%
378
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243
$26.6K 0.01%
622
244
$26.4K 0.01%
1,494
245
$26.2K 0.01%
326
-614
246
$26.2K 0.01%
1,080
247
$25.5K 0.01%
611
248
$25.5K 0.01%
175
249
$25.1K 0.01%
625
-369
250
$24.7K 0.01%
215
8 9
10
11 12