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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.6K ﹤0.01%
67
302
$13.6K ﹤0.01%
368
303
$13.6K ﹤0.01%
+250
304
$13.5K ﹤0.01%
543
305
$13.4K ﹤0.01%
385
306
$13.2K ﹤0.01%
1,069
307
$13.1K ﹤0.01%
+61
308
$13.1K ﹤0.01%
50
309
$12.8K ﹤0.01%
393
310
$12.7K ﹤0.01%
320
311
$12.7K ﹤0.01%
180
312
$12.6K ﹤0.01%
+53
313
$12.5K ﹤0.01%
+79
314
$12.5K ﹤0.01%
83
315
$12.4K ﹤0.01%
62
316
$12.4K ﹤0.01%
97
317
$12.3K ﹤0.01%
+189
318
$12.2K ﹤0.01%
1,191
319
$12K ﹤0.01%
206
320
$11.7K ﹤0.01%
120
321
$11.6K ﹤0.01%
550
322
$11.5K ﹤0.01%
100
323
$11.5K ﹤0.01%
+125
324
$11.2K ﹤0.01%
841
-900
325
$11.1K ﹤0.01%
545
11 12
13
14 15