MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23.9K 0.01%
168
252
$23.9K 0.01%
528
+2
253
$23.6K 0.01%
466
254
$23.1K 0.01%
120
255
$23K 0.01%
100
256
$22.7K 0.01%
422
257
$22.5K 0.01%
280
258
$21.3K ﹤0.01%
72
259
$21.1K ﹤0.01%
424
260
$20.8K ﹤0.01%
505
-529
261
$20.7K ﹤0.01%
217
262
$20.4K ﹤0.01%
62
263
$20.3K ﹤0.01%
99
264
$20.3K ﹤0.01%
264
265
$20.1K ﹤0.01%
108
+1
266
$20K ﹤0.01%
162
-87
267
$19.9K ﹤0.01%
25
268
$19.4K ﹤0.01%
180
269
$18.6K ﹤0.01%
1,630
270
$18.3K ﹤0.01%
84
271
$17.6K ﹤0.01%
98
272
$17.5K ﹤0.01%
74
273
$17.5K ﹤0.01%
50
274
$17.4K ﹤0.01%
23
+6
275
$17.3K ﹤0.01%
50
9 10
11
12 13