MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1 +$5.21M
2 +$1.86M
3 +$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1 +$3.75M
2 +$496K
3 +$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31.6K 0.01%
455
227
$31.4K 0.01%
414
228
$31K 0.01%
575
229
$31K 0.01%
1,000
230
$30.6K 0.01%
647
231
$30.4K 0.01%
379
232
$29.5K 0.01%
597
233
$29.4K 0.01%
249
+87
234
$29.2K 0.01%
75
235
$29.1K 0.01%
75
236
$28.9K 0.01%
691
237
$28.3K 0.01%
214
238
$28.3K 0.01%
465
239
$27.6K 0.01%
279
240
$27K 0.01%
111
241
$26.8K 0.01%
578
-60
242
$26.5K 0.01%
120
243
$25.6K 0.01%
+360
244
$25.1K 0.01%
488
245
$25K 0.01%
503
246
$24.8K 0.01%
101
+1
247
$24.1K 0.01%
300
248
$23.6K 0.01%
466
249
$23.3K 0.01%
168
250
$23K 0.01%
86