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
$160M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.42M
3
+$1.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.11M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1M

Top Sells

1
+$3.64M
2
+$1.87M
3
+$863K
4
PG icon
Procter & Gamble
PG
+$537K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$494K

Sector Composition

1 Industrials 4.16%
2 Communication Services 3.91%
3 Technology 3.51%
4 Healthcare 2.64%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
132
277
$8K 0.01%
500
278
$8K 0.01%
115
279
$8K 0.01%
177
280
$8K 0.01%
217
281
$8K 0.01%
175
282
$7K ﹤0.01%
173
283
$7K ﹤0.01%
100
284
$7K ﹤0.01%
38
285
$7K ﹤0.01%
417
286
$7K ﹤0.01%
165
+1
287
$7K ﹤0.01%
192
288
$6K ﹤0.01%
80
289
$6K ﹤0.01%
150
-215
290
$6K ﹤0.01%
100
291
$6K ﹤0.01%
+1,000
292
$6K ﹤0.01%
138
+1
293
$5K ﹤0.01%
18
294
$5K ﹤0.01%
100
+20
295
$5K ﹤0.01%
126
296
$5K ﹤0.01%
200
297
$5K ﹤0.01%
+200
298
$5K ﹤0.01%
100
299
$5K ﹤0.01%
100
300
$4K ﹤0.01%
100
10 11
12
13 14