MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.9K ﹤0.01%
189
277
$16.9K ﹤0.01%
65
-169
278
$16.6K ﹤0.01%
66
279
$16.5K ﹤0.01%
90
280
$16.5K ﹤0.01%
70
281
$16.2K ﹤0.01%
75
+25
282
$15.9K ﹤0.01%
100
283
$15.7K ﹤0.01%
173
284
$15.7K ﹤0.01%
78
285
$15.6K ﹤0.01%
559
+459
286
$15.2K ﹤0.01%
69
287
$15.2K ﹤0.01%
351
288
$15.2K ﹤0.01%
1,525
289
$15K ﹤0.01%
99
-189
290
$14.8K ﹤0.01%
122
291
$14.5K ﹤0.01%
300
292
$14.5K ﹤0.01%
53
293
$13.9K ﹤0.01%
137
294
$13.8K ﹤0.01%
206
295
$13.7K ﹤0.01%
543
296
$13.6K ﹤0.01%
1,411
297
$13.5K ﹤0.01%
592
298
$13.4K ﹤0.01%
1,069
299
$13.4K ﹤0.01%
329
+129
300
$13.4K ﹤0.01%
175
10 11
12
13 14