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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.1K 0.01%
137
-130
227
$33K 0.01%
110
-70
228
$33K 0.01%
1,335
229
$32.9K 0.01%
406
230
$32.6K 0.01%
111
231
$32K 0.01%
1,494
232
$31.8K 0.01%
210
-190
233
$31.8K 0.01%
415
234
$31.7K 0.01%
397
235
$31.3K 0.01%
166
236
$30.7K 0.01%
321
-50
237
$30.5K 0.01%
150
-40
238
$30.5K 0.01%
534
239
$30.3K 0.01%
+125
240
$29.8K 0.01%
575
-100
241
$29.6K 0.01%
414
242
$29.4K 0.01%
215
243
$29K 0.01%
+1,000
244
$28.6K 0.01%
1,035
245
$28.2K 0.01%
66
+40
246
$26.5K 0.01%
638
-8
247
$25.9K 0.01%
333
248
$25.7K 0.01%
1,084
249
$25.4K 0.01%
108
250
$25.3K 0.01%
400
8 9
10
11 12