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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.89%
4 Healthcare 3.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
+383
252
$16K 0.01%
941
-552
253
$16K 0.01%
+700
254
$16K 0.01%
300
255
$16K 0.01%
+500
256
$16K 0.01%
242
257
$15K 0.01%
800
258
$15K 0.01%
215
-20
259
$15K 0.01%
125
260
$15K 0.01%
+264
261
$15K 0.01%
+250
262
$14K 0.01%
570
263
$14K 0.01%
+1,000
264
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125
265
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212
266
$14K 0.01%
500
267
$13K 0.01%
100
268
$13K 0.01%
372
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269
$13K 0.01%
103
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270
$13K 0.01%
525
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271
$13K 0.01%
100
272
$12K 0.01%
105
273
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507
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274
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275
$12K 0.01%
+1,295
9 10
11
12 13