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
$232M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.89M
3
+$5.92M
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$5.65M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$3.39M

Top Sells

1
+$8.12M
2
+$6.59M
3
+$5.18M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$4.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.43M

Sector Composition

1 Technology 3.85%
2 Healthcare 2.68%
3 Communication Services 2.67%
4 Industrials 2.47%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.01%
+196
252
$32K 0.01%
+270
253
$32K 0.01%
+634
254
$32K 0.01%
+528
255
$32K 0.01%
+435
256
$31K 0.01%
+5,000
257
$31K 0.01%
+95
258
$31K 0.01%
+300
259
$31K 0.01%
+410
260
$30K 0.01%
+518
261
$30K 0.01%
+288
262
$28K 0.01%
+415
263
$28K 0.01%
+1,000
264
$28K 0.01%
+550
265
$28K 0.01%
+2,080
266
$27K 0.01%
+260
267
$27K 0.01%
+345
268
$26K 0.01%
+684
269
$26K 0.01%
+802
270
$26K 0.01%
+250
271
$26K 0.01%
+824
272
$25K 0.01%
+160
273
$25K 0.01%
+312
274
$24K 0.01%
+520
275
$24K 0.01%
+500
9 10
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