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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11.6K ﹤0.01%
69
302
$11.5K ﹤0.01%
550
303
$11.5K ﹤0.01%
62
304
$11.4K ﹤0.01%
177
305
$11.4K ﹤0.01%
26
-14
306
$11.1K ﹤0.01%
545
307
$10.9K ﹤0.01%
150
308
$10.5K ﹤0.01%
462
309
$10.3K ﹤0.01%
38
310
$10.3K ﹤0.01%
225
311
$10.3K ﹤0.01%
50
312
$10.3K ﹤0.01%
41
-26
313
$10.2K ﹤0.01%
40
314
$10.1K ﹤0.01%
1,433
315
$9.72K ﹤0.01%
47
316
$9.71K ﹤0.01%
799
-5,000
317
$9.59K ﹤0.01%
110
318
$9.45K ﹤0.01%
72
319
$9.45K ﹤0.01%
17
320
$9.43K ﹤0.01%
208
+1
321
$9.36K ﹤0.01%
60
322
$9.34K ﹤0.01%
81
323
$9.28K ﹤0.01%
198
-295
324
$9.14K ﹤0.01%
2,517
325
$9.13K ﹤0.01%
173
11 12
13
14 15