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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31.4K 0.01%
534
227
$30.9K 0.01%
1,494
228
$30.4K 0.01%
333
229
$29.5K 0.01%
215
230
$29K 0.01%
1,035
231
$28.9K 0.01%
955
232
$28K 0.01%
400
233
$27.5K 0.01%
106
+68
234
$26.9K 0.01%
857
235
$26.7K 0.01%
1,084
236
$26.6K 0.01%
622
237
$26.4K 0.01%
108
238
$26.1K 0.01%
754
239
$25.8K 0.01%
267
240
$25.6K 0.01%
272
241
$25.3K 0.01%
262
242
$25.2K 0.01%
681
243
$24.8K 0.01%
465
244
$24.3K 0.01%
1,741
-1,900
245
$24K 0.01%
214
246
$23.4K 0.01%
132
247
$22.9K 0.01%
391
248
$22.8K 0.01%
824
249
$22.7K 0.01%
111
250
$22.5K 0.01%
413
-91