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
$293M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.01M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.4M

Top Sells

1
+$3.22M
2
+$1.96M
3
+$1.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.05M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$811K

Sector Composition

1 Technology 3.3%
2 Healthcare 2.27%
3 Financials 1.82%
4 Industrials 1.7%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39K 0.01%
679
+3
277
$38K 0.01%
156
-4
278
$37K 0.01%
294
279
$37K 0.01%
880
280
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769
281
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274
+34
282
$36K 0.01%
300
283
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297
-259
284
$36K 0.01%
846
285
$36K 0.01%
471
286
$35K 0.01%
160
287
$35K 0.01%
386
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288
$35K 0.01%
1,068
289
$35K 0.01%
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290
$35K 0.01%
414
291
$33K 0.01%
341
292
$33K 0.01%
+361
293
$33K 0.01%
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294
$33K 0.01%
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295
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296
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280
298
$32K 0.01%
690
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299
$31K 0.01%
751
300
$31K 0.01%
411
+50
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