MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+4.31%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$3.75M
(+2.8%)
Cap. Flow
-$1.44M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
62.18%
Holding
398
New
20
Increased
25
Reduced
49
Closed
27
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.46M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.42M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.4M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.33M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.13M |
Top Sells
Sector Composition
| 1 | Financials | 20.54% |
| 2 | Consumer Discretionary | 4.81% |
| 3 | Technology | 3.53% |
| 4 | Healthcare | 3.29% |
| 5 | Industrials | 3.2% |
