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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22.2K 0.01%
300
252
$22.2K 0.01%
44
-12
253
$22.1K 0.01%
217
254
$22K 0.01%
41
255
$21.9K 0.01%
810
256
$21.8K 0.01%
510
-115
257
$21.4K 0.01%
450
258
$21.2K 0.01%
63
-241
259
$20.6K 0.01%
300
260
$20K 0.01%
451
261
$19.9K 0.01%
346
262
$19.4K 0.01%
160
263
$19.2K 0.01%
168
-80
264
$19K 0.01%
400
265
$18.8K 0.01%
312
266
$18.7K 0.01%
237
-89
267
$18.3K 0.01%
225
268
$18.2K 0.01%
74
-17
269
$18K 0.01%
1,630
270
$17.9K 0.01%
264
271
$17.8K 0.01%
422
272
$17.5K 0.01%
700
-1,355
273
$16.2K ﹤0.01%
336
274
$15.9K ﹤0.01%
84
275
$15.8K ﹤0.01%
1,525
9 10
11
12 13