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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19K 0.01%
400
277
$18.7K 0.01%
1,630
278
$18.5K ﹤0.01%
168
279
$18.3K ﹤0.01%
225
280
$17.8K ﹤0.01%
237
281
$17.6K ﹤0.01%
69
+40
282
$17.6K ﹤0.01%
700
283
$17.5K ﹤0.01%
90
284
$17.3K ﹤0.01%
422
285
$16.7K ﹤0.01%
74
286
$16.1K ﹤0.01%
1,525
287
$15.6K ﹤0.01%
69
288
$15.3K ﹤0.01%
84
289
$15.1K ﹤0.01%
98
290
$14.8K ﹤0.01%
351
-448
291
$14.2K ﹤0.01%
1,411
292
$14.2K ﹤0.01%
+83
293
$14.2K ﹤0.01%
62
+33
294
$14.1K ﹤0.01%
291
295
$14.1K ﹤0.01%
300
-150
296
$13.9K ﹤0.01%
410
-344
297
$13.9K ﹤0.01%
550
-700
298
$13.9K ﹤0.01%
1,128
299
$13.8K ﹤0.01%
50
300
$13.7K ﹤0.01%
1,264
10 11
12
13 14