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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.01%
+92
277
$24K 0.01%
+5,000
278
$23K 0.01%
+345
279
$23K 0.01%
+410
280
$22K 0.01%
+150
281
$22K 0.01%
+361
282
$22K 0.01%
+1,008
283
$22K 0.01%
+500
284
$22K 0.01%
+1,763
285
$22K 0.01%
+608
286
$22K 0.01%
+392
287
$22K 0.01%
+1,648
288
$22K 0.01%
+412
289
$21K 0.01%
+478
290
$21K 0.01%
+166
291
$21K 0.01%
+532
292
$20K 0.01%
+681
293
$20K 0.01%
+350
294
$20K 0.01%
+990
295
$20K 0.01%
+100
296
$20K 0.01%
+460
297
$19K 0.01%
+429
298
$19K 0.01%
+200
299
$19K 0.01%
+98
300
$19K 0.01%
+275
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