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MWM
Mascoma Wealth Management Portfolio holdings
AUM
$484M
1-Year Est. Return
11.69%
This Fund
S&P 500
This Quarter
Est. Return
+1.5%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.68%
Top 10 Holdings %
Top 10 Hldgs %
62.32%
Holding
378
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
White Mountains Insurance
WTM
|
+$20.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12.3M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$9.24M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$9.15M |
| 5 |
BBBY
Bed Bath & Beyond
BBBY
|
+$7.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Consumer Discretionary | 6.51% |
| 3 | Technology | 3.4% |
| 4 | Industrials | 3.19% |
| 5 | Healthcare | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Gilead Sciences
GILD
$169B
| $8K | 0.01% |
+105
| New | +$7.8K |
|
277
Hasbro
HAS
$11.6B
| $8K | 0.01% |
+105
| New | +$8.67K |
|
278
Cheniere Energy
LNG
$54.3B
| $8K | 0.01% |
+200
| New | +$8.07K |
|
279
Vodafone
VOD
$36B
| $8K | 0.01% |
+328
| New | +$8.63K |
|
|
EV
280
DELISTED
Eaton Vance Corp.
EV
| $8K | 0.01% |
+200
| New | +$7.86K |
|
281
CenterPoint Energy
CNP
$28.4B
| $7K | 0.01% |
+288
| New | +$6.73K |
|
282
Consolidated Edison
ED
$41.4B
| $7K | 0.01% |
+100
| New | +$7.23K |
|
|
IFN
283
Aberdeen India Fund
IFN
$491M
| $7K | 0.01% |
+348
| New | +$8.11K |
|
284
Realty Income
O
$61.3B
| $7K | 0.01% |
+132
| New | +$7.41K |
|
285
Southern Copper
SCCO
$147B
| $7K | 0.01% |
+223
| New | +$6.28K |
|
286
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
| $7K | 0.01% |
+155
| New | +$6.87K |
|
|
WPRT
287
Westport Fuel Systems
WPRT
$36.3M
| $7K | 0.01% |
+600
| New | +$8.35K |
|
288
Best Buy
BBY
$18B
| $6K | ﹤0.01% |
+150
| New | +$6.37K |
|
289
Capital One
COF
$131B
| $6K | ﹤0.01% |
+70
| New | +$5.64K |
|
290
Copart
CPRT
$26.2B
| $6K | ﹤0.01% |
+800
| New | +$5.44K |
|
|
DHC
291
Diversified Healthcare Trust
DHC
$2.23B
| $6K | ﹤0.01% |
+310
| New | +$6.01K |
|
292
FirstEnergy
FE
$28.4B
| $6K | ﹤0.01% |
+200
| New | +$6.41K |
|
293
Constellation Brands
STZ
$23.2B
| $6K | ﹤0.01% |
+38
| New | +$6.04K |
|
294
Teradata
TDC
$2.91B
| $6K | ﹤0.01% |
+222
| New | +$6.26K |
|
295
Xerox
XRX
$350M
| $6K | ﹤0.01% |
+252
| New | +$6.28K |
|
296
Astec Industries
ASTE
$1.29B
| $5K | ﹤0.01% |
+70
| New | +$4.38K |
|
|
CVSA
297
Covista Inc
CVSA
$3.96B
| $5K | ﹤0.01% |
+145
| New | +$3.92K |
|
298
eBay
EBAY
$49.2B
| $5K | ﹤0.01% |
+173
| New | +$5.11K |
|
299
Fortive
FTV
$19B
| $5K | ﹤0.01% |
+138
| New | +$4.57K |
|
300
International Paper
IP
$20.1B
| $5K | ﹤0.01% |
+106
| New | +$4.9K |
|
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