MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.6K ﹤0.01%
50
277
$16.2K ﹤0.01%
180
278
$16.2K ﹤0.01%
189
279
$16K ﹤0.01%
250
280
$15.9K ﹤0.01%
70
281
$15.8K ﹤0.01%
84
282
$15.8K ﹤0.01%
98
283
$15.6K ﹤0.01%
50
284
$15.3K ﹤0.01%
206
285
$15.1K ﹤0.01%
351
286
$15.1K ﹤0.01%
100
287
$14.7K ﹤0.01%
1,525
288
$14.6K ﹤0.01%
66
289
$14.4K ﹤0.01%
300
290
$14.3K ﹤0.01%
53
291
$14.2K ﹤0.01%
122
292
$14.1K ﹤0.01%
+137
293
$14.1K ﹤0.01%
100
294
$13.7K ﹤0.01%
543
295
$13.5K ﹤0.01%
35
-33
296
$13.3K ﹤0.01%
293
-85
297
$13K ﹤0.01%
1,411
298
$12.9K ﹤0.01%
173
299
$12.7K ﹤0.01%
1,069
300
$12.7K ﹤0.01%
1,264
10 11
12
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