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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1
+$4.52M
2
+$2.01M
3
+$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43.2K 0.01%
144
-179
252
$42.4K 0.01%
250
253
$42.1K 0.01%
537
254
$41.6K 0.01%
1,702
255
$41K 0.01%
364
+23
256
$40.8K 0.01%
903
257
$40.6K 0.01%
1,068
+367
258
$40.6K 0.01%
152
-159
259
$39.7K 0.01%
156
260
$39.7K 0.01%
1,008
261
$39.1K 0.01%
1,722
262
$38.3K 0.01%
4,107
263
$38.2K 0.01%
2,199
264
$38.2K 0.01%
180
+1
265
$38.1K 0.01%
240
+41
266
$37.5K 0.01%
720
267
$37.3K 0.01%
362
268
$37.1K 0.01%
155
269
$36.4K 0.01%
650
+110
270
$35.7K 0.01%
240
271
$35.2K 0.01%
298
-896
272
$35K 0.01%
1,058
-244
273
$35K 0.01%
562
274
$34.9K 0.01%
470
275
$34.5K 0.01%
411
9 10
11
12 13