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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1
+$1.26M
2
+$953K
3
+$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.9K 0.01%
406
227
$35.9K 0.01%
393
+60
228
$35.4K 0.01%
156
229
$35.1K 0.01%
66
230
$34.4K 0.01%
150
231
$34.4K 0.01%
288
232
$34.3K 0.01%
644
233
$33.7K 0.01%
510
234
$32.8K 0.01%
220
+5
235
$32.6K 0.01%
415
236
$32.5K 0.01%
723
-667
237
$32K 0.01%
575
238
$31.9K 0.01%
397
239
$31.7K 0.01%
414
240
$31.4K 0.01%
1,000
241
$31.2K 0.01%
955
242
$31.1K 0.01%
166
243
$30.8K 0.01%
+859
244
$29.9K 0.01%
281
-50
245
$29.4K 0.01%
+1,676
246
$29.1K 0.01%
51
+10
247
$28.3K 0.01%
1,035
248
$28.2K 0.01%
+1,084
249
$27.8K 0.01%
+691
250
$27.7K 0.01%
75
8 9
10
11 12