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
$152M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.8M
3
+$2.1M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.98M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.17M

Top Sells

1
+$4.8M
2
+$2.97M
3
+$1.99M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.56M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$816K

Sector Composition

1 Consumer Discretionary 10.01%
2 Financials 4.58%
3 Industrials 3.63%
4 Healthcare 2.98%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
100
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304
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-50
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+200
309
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+1
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$5K ﹤0.01%
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-12
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$4K ﹤0.01%
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315
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54
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$4K ﹤0.01%
50
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-182
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$4K ﹤0.01%
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+174
321
$4K ﹤0.01%
276
322
$4K ﹤0.01%
191
323
$3K ﹤0.01%
67
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$3K ﹤0.01%
60
325
$3K ﹤0.01%
62
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