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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1
+$4.52M
2
+$2.01M
3
+$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34.4K 0.01%
219
277
$34.3K 0.01%
880
278
$34.2K 0.01%
+1,566
279
$34.2K 0.01%
200
280
$33.4K 0.01%
317
281
$33.1K 0.01%
846
282
$31.8K 0.01%
129
-36
283
$31.7K 0.01%
622
284
$31.6K 0.01%
414
285
$31.3K 0.01%
1,129
+479
286
$31.2K 0.01%
180
-150
287
$31.1K 0.01%
816
+2
288
$30.5K 0.01%
280
289
$30.1K 0.01%
690
290
$29.7K 0.01%
675
291
$29.5K 0.01%
619
292
$29.4K 0.01%
138
+100
293
$29.4K 0.01%
+1,335
294
$29.2K 0.01%
146
+1
295
$29K 0.01%
176
-329
296
$28.1K 0.01%
84
297
$27.4K 0.01%
406
298
$26.6K 0.01%
510
299
$26.6K 0.01%
356
-189
300
$26.5K 0.01%
460
-8
10 11
12
13 14