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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$2.17M
3 +$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1 +$1.26M
2 +$953K
3 +$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$19.1K ﹤0.01%
69
277
$18.9K ﹤0.01%
84
278
$18.8K ﹤0.01%
+45
279
$18.4K ﹤0.01%
1,630
280
$18.3K ﹤0.01%
72
281
$18.1K ﹤0.01%
378
+58
282
$17.6K ﹤0.01%
206
283
$17.5K ﹤0.01%
162
284
$17.4K ﹤0.01%
122
285
$17.3K ﹤0.01%
264
286
$17.3K ﹤0.01%
592
287
$17K ﹤0.01%
50
288
$17K ﹤0.01%
237
289
$16.9K ﹤0.01%
90
290
$16.9K ﹤0.01%
74
291
$16.7K ﹤0.01%
92
+56
292
$16.6K ﹤0.01%
78
+28
293
$16.5K ﹤0.01%
+374
294
$16.3K ﹤0.01%
100
295
$16.3K ﹤0.01%
114
+31
296
$16.3K ﹤0.01%
66
+26
297
$16.3K ﹤0.01%
98
298
$16.3K ﹤0.01%
250
299
$16.1K ﹤0.01%
99
+69
300
$16.1K ﹤0.01%
217
-66