MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.2K 0.01%
393
227
$32.5K 0.01%
415
228
$32.4K 0.01%
66
229
$31.8K 0.01%
379
230
$31.7K 0.01%
41
-10
231
$31.4K 0.01%
332
+112
232
$31.3K 0.01%
1,000
233
$30.3K 0.01%
214
234
$30.2K 0.01%
465
235
$30K 0.01%
691
236
$29.6K 0.01%
352
237
$27.5K 0.01%
101
238
$27.4K 0.01%
300
+21
239
$27K 0.01%
187
-134
240
$26.4K 0.01%
111
241
$25.1K 0.01%
488
242
$25.1K 0.01%
360
243
$25.1K 0.01%
503
244
$25K 0.01%
114
245
$24.8K 0.01%
1,008
246
$24.7K 0.01%
300
247
$24.3K 0.01%
+263
248
$24.2K 0.01%
75
249
$24.2K 0.01%
681
250
$24K 0.01%
86
8 9
10
11 12