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
$289M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$2.01M
3
+$1.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.44M

Top Sells

1
+$6.82M
2
+$755K
3
+$682K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$465K
5
NOC icon
Northrop Grumman
NOC
+$447K

Sector Composition

1 Technology 3.85%
2 Healthcare 2.13%
3 Industrials 1.84%
4 Communication Services 1.58%
5 Financials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.01%
+97
277
$30K 0.01%
+645
278
$29K 0.01%
684
279
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+97
280
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215
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281
$29K 0.01%
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$29K 0.01%
278
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283
$28K 0.01%
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284
$28K 0.01%
123
285
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252
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$27K 0.01%
158
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287
$27K 0.01%
376
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288
$26K 0.01%
275
289
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290
$26K 0.01%
681
291
$26K 0.01%
466
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292
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293
$26K 0.01%
40
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294
$26K 0.01%
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295
$26K 0.01%
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296
$25K 0.01%
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297
$25K 0.01%
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298
$25K 0.01%
302
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299
$25K 0.01%
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300
$25K 0.01%
392
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