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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18K 0.01%
+111
302
$18K 0.01%
+316
303
$18K 0.01%
+274
304
$18K 0.01%
+401
305
$17K 0.01%
+30
306
$17K 0.01%
+100
307
$17K 0.01%
+500
308
$17K 0.01%
+300
309
$17K 0.01%
+200
310
$16K 0.01%
+264
311
$16K 0.01%
+557
312
$16K 0.01%
+308
313
$15K 0.01%
+50
314
$15K 0.01%
+200
315
$15K 0.01%
+192
316
$15K 0.01%
+115
317
$15K 0.01%
+108
318
$14K 0.01%
+961
319
$14K 0.01%
+414
320
$14K 0.01%
+292
321
$14K 0.01%
+72
322
$13K 0.01%
+241
323
$13K 0.01%
+180
324
$12K ﹤0.01%
+81
325
$12K ﹤0.01%
+449
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