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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30K 0.01%
+907
252
$30K 0.01%
+2,080
253
$30K 0.01%
+518
254
$29K 0.01%
+806
255
$29K 0.01%
+188
256
$28K 0.01%
+684
257
$28K 0.01%
+248
258
$28K 0.01%
+123
259
$27K 0.01%
+162
260
$27K 0.01%
+1,000
261
$26K 0.01%
+92
262
$26K 0.01%
+665
263
$26K 0.01%
+490
264
$25K 0.01%
+78
265
$25K 0.01%
+520
266
$25K 0.01%
+218
267
$25K 0.01%
+334
268
$25K 0.01%
+238
269
$25K 0.01%
+824
270
$24K 0.01%
+242
271
$24K 0.01%
+715
272
$24K 0.01%
+400
273
$24K 0.01%
+389
274
$24K 0.01%
+1,765
275
$24K 0.01%
+167
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