MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
-8.24%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
-$20.5M
(-14%)
Cap. Flow
-$6.13M
Cap. Flow
% of AUM
-4.68%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
417
New
14
Increased
63
Reduced
68
Closed
36
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.48M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.95M |
| 3 |
Fidelity High Dividend ETF
FDVV
|
$4.92M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.19M |
| 5 |
iShares International Select Dividend ETF
IDV
|
$1.27M |
Top Sells
Sector Composition
| 1 | Industrials | 4.41% |
| 2 | Communication Services | 3.69% |
| 3 | Technology | 3.59% |
| 4 | Healthcare | 3.19% |
| 5 | Consumer Staples | 1.81% |
