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
$152M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.8M
3
+$2.1M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.98M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.17M

Top Sells

1
+$4.8M
2
+$2.97M
3
+$1.99M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.56M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$816K

Sector Composition

1 Consumer Discretionary 10.01%
2 Financials 4.58%
3 Industrials 3.63%
4 Healthcare 2.98%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
103
252
$14K 0.01%
250
253
$13K 0.01%
100
254
$13K 0.01%
173
255
$13K 0.01%
750
256
$12K 0.01%
80
257
$12K 0.01%
345
258
$12K 0.01%
207
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$12K 0.01%
360
260
$12K 0.01%
242
261
$11K 0.01%
1,000
262
$11K 0.01%
247
263
$11K 0.01%
599
264
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217
265
$11K 0.01%
+100
266
$11K 0.01%
125
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267
$11K 0.01%
200
268
$10K 0.01%
145
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269
$10K 0.01%
100
270
$10K 0.01%
97
271
$10K 0.01%
250
272
$10K 0.01%
730
273
$10K 0.01%
694
274
$10K 0.01%
522
-81
275
$10K 0.01%
341
9 10
11
12 13