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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24.5K 0.01%
545
-996
252
$24.4K 0.01%
1,084
253
$24.1K 0.01%
262
-100
254
$23.7K 0.01%
248
255
$23.5K 0.01%
155
256
$23.3K 0.01%
504
-6,577
257
$23.1K 0.01%
214
258
$23K 0.01%
+810
259
$22.6K 0.01%
267
260
$22.6K 0.01%
108
261
$22.6K 0.01%
643
-1,905
262
$22.2K 0.01%
684
263
$22.1K 0.01%
70
-82
264
$21.4K 0.01%
433
265
$21.4K 0.01%
391
-123
266
$21.3K 0.01%
681
267
$20.9K 0.01%
450
268
$20.5K 0.01%
413
-14
269
$19.6K 0.01%
111
270
$19.2K 0.01%
300
271
$18.6K 0.01%
264
272
$18.4K 0.01%
297
273
$18.4K 0.01%
1,000
274
$18.3K 0.01%
400
275
$18.1K 0.01%
220
-92
9 10
11
12 13