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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.4K 0.01%
76
+26
277
$19.3K 0.01%
155
278
$18.9K 0.01%
300
+80
279
$18.6K 0.01%
300
280
$18.5K 0.01%
91
+29
281
$17.9K 0.01%
264
282
$17.8K 0.01%
41
+25
283
$17.7K 0.01%
451
-160
284
$17.3K 0.01%
124
+55
285
$17.2K 0.01%
220
286
$17K 0.01%
400
287
$16.6K 0.01%
312
288
$16.5K 0.01%
160
289
$16.4K 0.01%
346
290
$16.2K 0.01%
409
-136
291
$16K 0.01%
225
292
$15.8K ﹤0.01%
1,630
293
$15.6K ﹤0.01%
217
294
$15.4K ﹤0.01%
297
295
$15.3K ﹤0.01%
67
296
$14.6K ﹤0.01%
100
297
$14.6K ﹤0.01%
132
298
$14.3K ﹤0.01%
50
299
$14.3K ﹤0.01%
1,369
300
$14K ﹤0.01%
422
10 11
12
13 14