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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K ﹤0.01%
824
277
$17.6K ﹤0.01%
700
278
$17.2K ﹤0.01%
69
279
$16.8K ﹤0.01%
98
280
$16.8K ﹤0.01%
250
281
$16.4K ﹤0.01%
1,525
282
$16.1K ﹤0.01%
62
283
$16.1K ﹤0.01%
206
284
$15.8K ﹤0.01%
150
-148
285
$15.7K ﹤0.01%
67
286
$15.4K ﹤0.01%
+175
287
$15.2K ﹤0.01%
351
288
$14.8K ﹤0.01%
61
289
$14.7K ﹤0.01%
300
290
$14.7K ﹤0.01%
410
291
$14.6K ﹤0.01%
320
292
$14.5K ﹤0.01%
1,411
293
$14.5K ﹤0.01%
50
294
$14.5K ﹤0.01%
74
-60
295
$14.3K ﹤0.01%
62
296
$14.2K ﹤0.01%
1,264
297
$14.2K ﹤0.01%
1,128
298
$14K ﹤0.01%
90
-42
299
$14K ﹤0.01%
1,069
300
$13.8K ﹤0.01%
180
10 11
12
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