MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
This Quarter Return
-0.63%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$401M
AUM Growth
+$401M
(+0.81%)
Cap. Flow
+$6.94M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
66.52%
Holding
546
New
32
Increased
36
Reduced
118
Closed
50
Top Buys
Top Sells
| 1 |
Fidelity High Dividend ETF
FDVV
|
$12.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.01M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$3.18M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.08M |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$1.68M |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Financials | 0.96% |
| 3 | Industrials | 0.94% |
| 4 | Healthcare | 0.85% |
| 5 | Consumer Discretionary | 0.63% |
