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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.6K ﹤0.01%
543
302
$13.5K ﹤0.01%
53
303
$13.4K ﹤0.01%
50
304
$13.4K ﹤0.01%
189
305
$13K ﹤0.01%
1,191
306
$12.9K ﹤0.01%
120
307
$12.5K ﹤0.01%
83
308
$12.4K ﹤0.01%
393
309
$12.1K ﹤0.01%
125
310
$11.9K ﹤0.01%
47
311
$11.8K ﹤0.01%
+250
312
$11.3K ﹤0.01%
173
313
$11.2K ﹤0.01%
177
314
$11.2K ﹤0.01%
50
315
$10.9K ﹤0.01%
100
316
$10.9K ﹤0.01%
1,433
317
$10.8K ﹤0.01%
462
318
$10.8K ﹤0.01%
40
319
$10.8K ﹤0.01%
100
320
$10.7K ﹤0.01%
17
321
$10.7K ﹤0.01%
799
322
$10.7K ﹤0.01%
114
323
$10.6K ﹤0.01%
225
324
$10.4K ﹤0.01%
100
325
$10.2K ﹤0.01%
72
11 12
13
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