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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.4K ﹤0.01%
1,411
302
$13.1K ﹤0.01%
1,264
303
$13.1K ﹤0.01%
1,069
304
$13.1K ﹤0.01%
+475
305
$12.9K ﹤0.01%
50
306
$12.9K ﹤0.01%
250
307
$12.6K ﹤0.01%
136
-276
308
$12.5K ﹤0.01%
62
-42
309
$12.1K ﹤0.01%
1,191
310
$12.1K ﹤0.01%
+102
311
$11.7K ﹤0.01%
410
312
$11.7K ﹤0.01%
173
313
$11.7K ﹤0.01%
120
314
$11.7K ﹤0.01%
+100
315
$11.6K ﹤0.01%
125
316
$11.1K ﹤0.01%
393
317
$11K ﹤0.01%
100
318
$11K ﹤0.01%
136
-12
319
$10.8K ﹤0.01%
200
320
$10.6K ﹤0.01%
462
-4,650
321
$10.6K ﹤0.01%
+200
322
$10.6K ﹤0.01%
637
-1,039
323
$10.5K ﹤0.01%
100
324
$10.5K ﹤0.01%
73
325
$10.3K ﹤0.01%
107
11 12
13
14 15