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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23.5K 0.01%
681
252
$22.8K 0.01%
451
253
$22.7K 0.01%
503
254
$22.5K 0.01%
592
255
$22.4K 0.01%
267
256
$21.6K 0.01%
424
+24
257
$21.4K 0.01%
379
-302
258
$21.1K 0.01%
83
259
$21K 0.01%
529
260
$21K 0.01%
810
261
$20.8K 0.01%
346
262
$20.6K 0.01%
264
263
$20.3K 0.01%
41
264
$20.1K 0.01%
237
265
$19.9K 0.01%
69
266
$19.7K ﹤0.01%
168
267
$19.5K ﹤0.01%
1,630
268
$19.1K ﹤0.01%
422
269
$18.7K ﹤0.01%
72
-36
270
$18.7K ﹤0.01%
162
+87
271
$18.6K ﹤0.01%
90
272
$18.3K ﹤0.01%
283
273
$18.2K ﹤0.01%
74
274
$18.1K ﹤0.01%
35
-4
275
$18.1K ﹤0.01%
84
9 10
11
12 13