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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.2K ﹤0.01%
237
277
$17.1K ﹤0.01%
70
278
$17K ﹤0.01%
217
279
$16.9K ﹤0.01%
50
280
$16.7K ﹤0.01%
98
281
$16.6K ﹤0.01%
84
282
$16.2K ﹤0.01%
90
283
$16.1K ﹤0.01%
114
284
$16K ﹤0.01%
378
285
$15.7K ﹤0.01%
92
286
$15.4K ﹤0.01%
66
287
$15.4K ﹤0.01%
100
-45
288
$15.2K ﹤0.01%
122
289
$15.2K ﹤0.01%
1,525
290
$15.2K ﹤0.01%
25
291
$14.9K ﹤0.01%
351
292
$14.8K ﹤0.01%
189
293
$14.4K ﹤0.01%
99
294
$14.3K ﹤0.01%
300
295
$14.2K ﹤0.01%
323
296
$13.7K ﹤0.01%
+25
297
$13.7K ﹤0.01%
543
298
$13.6K ﹤0.01%
120
299
$13.4K ﹤0.01%
206
300
$13.4K ﹤0.01%
53
10 11
12
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