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
$131M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$4.95M
3
+$4.92M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.19M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.27M

Top Sells

1
+$5.69M
2
+$5.2M
3
+$5.06M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.64M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.47M

Sector Composition

1 Industrials 4.41%
2 Communication Services 3.69%
3 Technology 3.59%
4 Healthcare 3.19%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
+370
277
$7K 0.01%
500
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$7K 0.01%
400
279
$7K 0.01%
177
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$7K 0.01%
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$7K 0.01%
522
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$7K 0.01%
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$6K ﹤0.01%
115
285
$6K ﹤0.01%
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-50
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102
+2
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$6K ﹤0.01%
217
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$6K ﹤0.01%
100
289
$6K ﹤0.01%
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$6K ﹤0.01%
120
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$6K ﹤0.01%
163
+1
292
$5K ﹤0.01%
100
293
$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
192
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$5K ﹤0.01%
200
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$5K ﹤0.01%
100
300
$5K ﹤0.01%
137
+1
10 11
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