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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.5K 0.01%
346
277
$17.4K 0.01%
160
-1,182
278
$17.3K 0.01%
1,630
279
$17.3K 0.01%
104
-72
280
$17.3K 0.01%
217
281
$17.3K 0.01%
132
-33
282
$17.2K 0.01%
700
-1,002
283
$16.9K 0.01%
225
284
$16.7K 0.01%
312
-1,278
285
$16.2K 0.01%
714
-435
286
$15.8K ﹤0.01%
1,369
287
$15.6K ﹤0.01%
507
288
$15.5K ﹤0.01%
1,817
289
$15.3K ﹤0.01%
50
290
$15.1K ﹤0.01%
100
291
$15K ﹤0.01%
374
-316
292
$14.8K ﹤0.01%
1,525
293
$14.8K ﹤0.01%
422
-945
294
$14.8K ﹤0.01%
67
295
$14.2K ﹤0.01%
62
-2,387
296
$14K ﹤0.01%
220
297
$13.6K ﹤0.01%
50
298
$13.5K ﹤0.01%
69
299
$13.1K ﹤0.01%
1,411
300
$13.1K ﹤0.01%
177
-116
10 11
12
13 14