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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33.9K 0.01%
155
277
$33.6K 0.01%
846
278
$33K 0.01%
1,008
279
$32.7K 0.01%
100
280
$32.1K 0.01%
415
-185
281
$31.8K 0.01%
414
282
$31.5K 0.01%
460
283
$31.5K 0.01%
280
284
$31.3K 0.01%
356
285
$31.2K 0.01%
146
286
$31.2K 0.01%
857
+95
287
$31.1K 0.01%
1,080
288
$30.9K 0.01%
820
+4
289
$30.5K 0.01%
84
290
$30.4K 0.01%
1,025
-104
291
$30.4K 0.01%
1,840
292
$29.7K 0.01%
622
293
$29.5K 0.01%
1,335
294
$29.4K 0.01%
675
295
$29.4K 0.01%
176
296
$28.9K 0.01%
200
297
$28.8K 0.01%
983
-75
298
$28.6K 0.01%
129
299
$28.4K 0.01%
312
300
$28.2K 0.01%
406
10 11
12
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