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
$131M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$4.95M
3
+$4.92M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.19M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.27M

Top Sells

1
+$5.69M
2
+$5.2M
3
+$5.06M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.64M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.47M

Sector Composition

1 Industrials 4.41%
2 Communication Services 3.69%
3 Technology 3.59%
4 Healthcare 3.19%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K 0.01%
300
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$11K 0.01%
800
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500
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$11K 0.01%
250
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$10K 0.01%
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256
$10K 0.01%
360
-200
257
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1,000
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260
$10K 0.01%
250
261
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262
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292
+231
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$10K 0.01%
103
264
$10K 0.01%
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265
$9K 0.01%
300
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$9K 0.01%
105
267
$9K 0.01%
694
268
$9K 0.01%
100
269
$9K 0.01%
200
270
$8K 0.01%
100
271
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200
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+622
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$8K 0.01%
280
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$8K 0.01%
599
275
$8K 0.01%
132
9 10
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