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MWM
Mascoma Wealth Management Portfolio holdings
AUM
$484M
1-Year Est. Return
11.69%
This Fund
S&P 500
This Quarter
Est. Return
+1.5%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.68%
Top 10 Holdings %
Top 10 Hldgs %
62.32%
Holding
378
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
White Mountains Insurance
WTM
|
+$20.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12.3M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$9.24M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$9.15M |
| 5 |
BBBY
Bed Bath & Beyond
BBBY
|
+$7.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Consumer Discretionary | 6.51% |
| 3 | Technology | 3.4% |
| 4 | Industrials | 3.19% |
| 5 | Healthcare | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares MSCI Taiwan ETF
EWT
$10.2B
| $12K | 0.01% |
+409
| New | +$12.6K |
|
|
GF
252
New Germany Fund
GF
$186M
| $12K | 0.01% |
+911
| New | +$12.3K |
|
253
iShares National Muni Bond ETF
MUB
$45.5B
| $12K | 0.01% |
+115
| New | +$12.6K |
|
254
Toyota
TM
$213B
| $12K | 0.01% |
+100
| New | +$11.7K |
|
|
PX
255
DELISTED
Praxair Inc
PX
| $12K | 0.01% |
+100
| New | +$11.9K |
|
256
Aon
AON
$78.7B
| $11K | 0.01% |
+100
| New | +$11.1K |
|
257
Kraft Heinz
KHC
$31.1B
| $11K | 0.01% |
+130
| New | +$11.1K |
|
258
Mondelez International
MDLZ
$78.8B
| $11K | 0.01% |
+248
| New | +$10.7K |
|
259
MetLife
MET
$60.3B
| $11K | 0.01% |
+224
| New | +$10.3K |
|
260
Norfolk Southern
NSC
$75.9B
| $11K | 0.01% |
+100
| New | +$10.1K |
|
261
Sturm, Ruger & Co
RGR
$619M
| $11K | 0.01% |
+211
| New | +$11.7K |
|
262
Western Digital
WDC
$161B
| $11K | 0.01% |
+212
| New | +$9.77K |
|
|
CST
263
DELISTED
CST Brands, Inc.
CST
| $11K | 0.01% |
+234
| New | +$11.3K |
|
|
OSG
264
Octave Specialty Group
OSG
$275M
| $10K | 0.01% |
+443
| New | +$9.68K |
|
|
GRMN
265
Garmin
GRMN
$48.4B
| $10K | 0.01% |
+207
| New | +$10.3K |
|
|
JPUS
266
JPMorgan Diversified Return US Equity ETF
JPUS
$453M
| $10K | 0.01% |
+170
| New | +$9.92K |
|
|
SVC
267
Service Properties Trust
SVC
$1.13B
| $10K | 0.01% |
+60
| New | +$8.7K |
|
268
TotalEnergies
TTE
$175B
| $10K | 0.01% |
+200
| New | +$9.63K |
|
269
Ventas
VTR
$46.2B
| $10K | 0.01% |
+155
| New | +$9.81K |
|
270
Community Bank
CBU
$3.73B
| $9K | 0.01% |
+140
| New | +$7.48K |
|
271
H&R Block
HRB
$5.3B
| $9K | 0.01% |
+400
| New | +$9.15K |
|
272
NCR Voyix
VYX
$1.14B
| $9K | 0.01% |
+362
| New | +$8.13K |
|
273
Yum! Brands
YUM
$41.9B
| $9K | 0.01% |
+137
| New | +$8.61K |
|
|
CTXS
274
DELISTED
Citrix Systems Inc
CTXS
| $9K | 0.01% |
+126
| New | +$8.71K |
|
275
Geron
GERN
$911M
| $8K | 0.01% |
+4,000
| New | +$8.44K |
|
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