MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+1.65%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$377M
AUM Growth
+$25.5M
(+7.2%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
5.35%
Top 10 Holdings %
Top 10 Hldgs %
69.44%
Holding
509
New
56
Increased
71
Reduced
104
Closed
16
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$12.4M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$1.98M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.77M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.51M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$1.19M |
Top Sells
Sector Composition
| 1 | Technology | 2.95% |
| 2 | Healthcare | 1.04% |
| 3 | Industrials | 0.88% |
| 4 | Financials | 0.81% |
| 5 | Communication Services | 0.7% |
