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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$12.4M
3
+$9.26M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$8.95M
5
BBBY
Bed Bath & Beyond
BBBY
+$8.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Healthcare 3.19%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
+105
277
$8K 0.01%
+105
278
$8K 0.01%
+200
279
$8K 0.01%
+328
280
$8K 0.01%
+200
281
$7K 0.01%
+288
282
$7K 0.01%
+100
283
$7K 0.01%
+348
284
$7K 0.01%
+132
285
$7K 0.01%
+217
286
$7K 0.01%
+155
287
$7K 0.01%
+600
288
$6K ﹤0.01%
+150
289
$6K ﹤0.01%
+70
290
$6K ﹤0.01%
+800
291
$6K ﹤0.01%
+310
292
$6K ﹤0.01%
+200
293
$6K ﹤0.01%
+38
294
$6K ﹤0.01%
+222
295
$6K ﹤0.01%
+252
296
$5K ﹤0.01%
+70
297
$5K ﹤0.01%
+145
298
$5K ﹤0.01%
+173
299
$5K ﹤0.01%
+138
300
$5K ﹤0.01%
+106
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