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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.7K 0.01%
1,080
-121
227
$31.4K 0.01%
1,328
+1
228
$30.8K 0.01%
675
229
$30.7K 0.01%
321
+49
230
$30.6K 0.01%
510
231
$30.4K 0.01%
333
232
$30.2K 0.01%
166
233
$30.2K 0.01%
397
234
$30.1K 0.01%
59
+4
235
$29.5K 0.01%
869
+226
236
$29.1K 0.01%
1,200
237
$29K 0.01%
1,059
+130
238
$28.7K 0.01%
1,335
239
$28.6K 0.01%
415
240
$28.3K 0.01%
927
241
$28.1K 0.01%
406
242
$27.3K 0.01%
414
243
$27K 0.01%
288
244
$27K 0.01%
+155
245
$27K 0.01%
534
246
$26.4K 0.01%
70
247
$26.3K 0.01%
1,035
-211
248
$26K 0.01%
1,080
249
$25.6K 0.01%
400
+22
250
$25.2K 0.01%
1,494
8 9
10
11 12