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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
75
-80
252
$24.7K 0.01%
465
253
$24.4K 0.01%
857
254
$24.1K 0.01%
250
-300
255
$23.9K 0.01%
41
256
$23.8K 0.01%
214
257
$23.2K 0.01%
134
-188
258
$22.9K 0.01%
391
259
$22.8K 0.01%
681
260
$22.1K 0.01%
810
261
$21.7K 0.01%
39
-5
262
$21.6K 0.01%
503
-7
263
$21.5K 0.01%
155
264
$21.1K 0.01%
312
265
$21.1K 0.01%
300
266
$21K 0.01%
529
-400
267
$20.9K 0.01%
283
+133
268
$20.6K 0.01%
264
269
$20.6K 0.01%
300
270
$20K 0.01%
451
271
$19.9K 0.01%
824
272
$19.8K 0.01%
592
-30
273
$19.5K 0.01%
132
274
$19.4K 0.01%
267
275
$19K 0.01%
346
9 10
11
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