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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.3K 0.01%
455
-188
227
$32.1K 0.01%
1,035
228
$32K 0.01%
66
229
$31.4K 0.01%
166
230
$31.1K 0.01%
414
231
$30K 0.01%
691
232
$29.6K 0.01%
575
233
$29.6K 0.01%
214
234
$29.5K 0.01%
+3,075
235
$28.8K 0.01%
279
236
$27.2K 0.01%
379
237
$27.2K 0.01%
540
-289
238
$27K 0.01%
597
-6,690
239
$27K 0.01%
647
-243
240
$26.9K 0.01%
111
-255
241
$26.4K 0.01%
955
242
$26.2K 0.01%
86
+3
243
$26.1K 0.01%
120
-125
244
$26.1K 0.01%
68
-17
245
$25.8K 0.01%
465
246
$25.7K 0.01%
824
247
$25.6K 0.01%
1,008
248
$25K 0.01%
488
-1,076
249
$25K 0.01%
503
-985
250
$24.7K 0.01%
75
8 9
10
11 12