MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22.2K 0.01%
526
+2
252
$22.2K 0.01%
681
253
$22.1K 0.01%
422
254
$21.7K 0.01%
424
255
$21.2K ﹤0.01%
346
256
$20.9K ﹤0.01%
810
257
$20.9K ﹤0.01%
352
-188
258
$20.5K ﹤0.01%
1,008
259
$20.5K ﹤0.01%
56
260
$20.2K ﹤0.01%
72
261
$20K ﹤0.01%
62
262
$19.8K ﹤0.01%
217
263
$19.7K ﹤0.01%
220
264
$19.2K ﹤0.01%
114
265
$18.9K ﹤0.01%
107
266
$18.8K ﹤0.01%
+644
267
$18.7K ﹤0.01%
90
268
$18.5K ﹤0.01%
54
269
$18.4K ﹤0.01%
264
270
$18.1K ﹤0.01%
99
271
$17.9K ﹤0.01%
592
272
$17.8K ﹤0.01%
1,630
273
$17.7K ﹤0.01%
25
274
$17.1K ﹤0.01%
78
275
$17K ﹤0.01%
74
9 10
11
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