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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.2K 0.01%
397
227
$33K 0.01%
638
228
$32.8K 0.01%
321
229
$32.5K 0.01%
333
230
$32.3K 0.01%
414
231
$32K 0.01%
575
232
$31.9K 0.01%
166
233
$31.8K 0.01%
534
234
$31.3K 0.01%
1,035
235
$31K 0.01%
66
236
$29.3K 0.01%
75
237
$29.3K 0.01%
1,008
238
$29.1K 0.01%
1,000
239
$28.7K 0.01%
210
-54
240
$27.5K 0.01%
214
241
$27.2K 0.01%
857
242
$26.6K 0.01%
465
243
$26K 0.01%
250
244
$25.2K 0.01%
312
245
$25K 0.01%
+695
246
$24.7K 0.01%
300
247
$24.6K 0.01%
391
248
$24.6K 0.01%
90
-20
249
$23.7K 0.01%
122
-33
250
$23.6K 0.01%
466
-1,000
8 9
10
11 12