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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24.1K 0.01%
300
252
$23.6K 0.01%
466
253
$23.1K 0.01%
220
254
$22.7K 0.01%
86
255
$21.7K 0.01%
424
256
$21.4K 0.01%
810
257
$21.2K 0.01%
+100
258
$21.2K 0.01%
+524
259
$21K 0.01%
422
260
$20.6K 0.01%
82
261
$20.3K 0.01%
592
262
$20K 0.01%
681
263
$20K 0.01%
660
-424
264
$19.8K ﹤0.01%
346
265
$19.8K ﹤0.01%
162
266
$19.7K ﹤0.01%
168
-146
267
$19.4K ﹤0.01%
264
268
$19K ﹤0.01%
78
269
$18.9K ﹤0.01%
54
-185
270
$18.5K ﹤0.01%
+107
271
$18.3K ﹤0.01%
1,630
272
$17.8K ﹤0.01%
72
273
$17.5K ﹤0.01%
74
274
$17.3K ﹤0.01%
56
-324
275
$17.2K ﹤0.01%
180
9 10
11
12 13