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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$12.4M
3
+$9.26M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$8.95M
5
BBBY
Bed Bath & Beyond
BBBY
+$8.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Healthcare 3.19%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
+409
252
$12K 0.01%
+911
253
$12K 0.01%
+115
254
$12K 0.01%
+100
255
$12K 0.01%
+100
256
$11K 0.01%
+100
257
$11K 0.01%
+130
258
$11K 0.01%
+248
259
$11K 0.01%
+224
260
$11K 0.01%
+100
261
$11K 0.01%
+211
262
$11K 0.01%
+212
263
$11K 0.01%
+234
264
$10K 0.01%
+443
265
$10K 0.01%
+207
266
$10K 0.01%
+170
267
$10K 0.01%
+300
268
$10K 0.01%
+200
269
$10K 0.01%
+155
270
$9K 0.01%
+140
271
$9K 0.01%
+400
272
$9K 0.01%
+362
273
$9K 0.01%
+137
274
$9K 0.01%
+126
275
$8K 0.01%
+4,000
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