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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.41M
3 +$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1 +$1.62M
2 +$878K
3 +$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$24.7K 0.01%
195
252
$24.5K 0.01%
+955
253
$24.4K 0.01%
824
254
$24.3K 0.01%
625
255
$24.3K 0.01%
326
256
$24.1K 0.01%
175
257
$23.7K 0.01%
215
258
$23.6K 0.01%
810
259
$23.5K 0.01%
622
260
$23.1K 0.01%
262
261
$23.1K 0.01%
418
-295
262
$22.7K 0.01%
504
263
$22.7K 0.01%
248
264
$22.4K 0.01%
1,084
265
$21.5K 0.01%
135
+31
266
$21.2K 0.01%
214
267
$21.1K 0.01%
267
268
$21.1K 0.01%
108
269
$20.9K 0.01%
681
270
$20.4K 0.01%
684
271
$20.3K 0.01%
450
272
$20.3K 0.01%
391
273
$20.2K 0.01%
413
274
$20.2K 0.01%
433
275
$19.9K 0.01%
111