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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.7K ﹤0.01%
1,525
302
$13.2K ﹤0.01%
40
+26
303
$13K ﹤0.01%
291
304
$12.9K ﹤0.01%
84
305
$12.4K ﹤0.01%
374
306
$12.3K ﹤0.01%
97
307
$12K ﹤0.01%
206
308
$12K ﹤0.01%
177
309
$11.6K ﹤0.01%
1,411
310
$11.6K ﹤0.01%
61
+11
311
$11.6K ﹤0.01%
1,264
312
$11.4K ﹤0.01%
1,128
313
$11.4K ﹤0.01%
550
314
$11.3K ﹤0.01%
1,000
315
$11.2K ﹤0.01%
+143
316
$11.2K ﹤0.01%
100
317
$11.2K ﹤0.01%
69
318
$11K ﹤0.01%
545
319
$11K ﹤0.01%
1,191
320
$10.9K ﹤0.01%
67
321
$10.9K ﹤0.01%
+180
322
$10.7K ﹤0.01%
120
323
$10.6K ﹤0.01%
42
+4
324
$10.5K ﹤0.01%
100
325
$10.4K ﹤0.01%
57
+39
11 12
13
14 15