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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15.7K ﹤0.01%
90
-24
277
$15.4K ﹤0.01%
67
278
$15.1K ﹤0.01%
98
279
$14.8K ﹤0.01%
50
280
$14.6K ﹤0.01%
50
281
$14.3K ﹤0.01%
320
282
$14K ﹤0.01%
291
283
$13.9K ﹤0.01%
405
-453
284
$13.8K ﹤0.01%
85
-90
285
$13.8K ﹤0.01%
206
286
$13.7K ﹤0.01%
1,411
287
$13.7K ﹤0.01%
1,264
288
$13.6K ﹤0.01%
1,128
289
$13.6K ﹤0.01%
368
-275
290
$13.5K ﹤0.01%
180
291
$13.5K ﹤0.01%
543
-2,185
292
$13.2K ﹤0.01%
100
293
$13.1K ﹤0.01%
385
-296
294
$13.1K ﹤0.01%
1,069
-300
295
$12.8K ﹤0.01%
97
296
$12.3K ﹤0.01%
120
297
$12.2K ﹤0.01%
100
298
$12.1K ﹤0.01%
1,191
299
$12.1K ﹤0.01%
393
-1,136
300
$12.1K ﹤0.01%
83
10 11
12
13 14