MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12.3K ﹤0.01%
103
+1
302
$12.3K ﹤0.01%
125
303
$12.2K ﹤0.01%
+200
304
$11.9K ﹤0.01%
120
305
$11.9K ﹤0.01%
17
-8
306
$11.8K ﹤0.01%
1,191
307
$11.8K ﹤0.01%
107
308
$11.7K ﹤0.01%
55
+32
309
$11.6K ﹤0.01%
2
310
$11.4K ﹤0.01%
69
311
$11.2K ﹤0.01%
177
312
$11.2K ﹤0.01%
200
313
$11K ﹤0.01%
200
314
$10.7K ﹤0.01%
79
315
$10.6K ﹤0.01%
52
-40
316
$10.6K ﹤0.01%
100
317
$10.6K ﹤0.01%
462
318
$10.4K ﹤0.01%
211
+1
319
$10.4K ﹤0.01%
225
320
$10.2K ﹤0.01%
+127
321
$10.1K ﹤0.01%
98
-1
322
$9.98K ﹤0.01%
135
-1
323
$9.87K ﹤0.01%
66
324
$9.77K ﹤0.01%
72
325
$9.7K ﹤0.01%
270
+2
11 12
13
14 15