MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.2K ﹤0.01%
1,264
302
$12.9K ﹤0.01%
211
303
$12.6K ﹤0.01%
200
304
$12.6K ﹤0.01%
215
+160
305
$12.5K ﹤0.01%
104
+1
306
$12.3K ﹤0.01%
35
307
$12.3K ﹤0.01%
1,191
308
$12.1K ﹤0.01%
35
-19
309
$12.1K ﹤0.01%
107
310
$12.1K ﹤0.01%
177
311
$11.9K ﹤0.01%
200
312
$11.7K ﹤0.01%
59
-188
313
$11.7K ﹤0.01%
55
314
$11.6K ﹤0.01%
100
315
$11.5K ﹤0.01%
79
316
$11.4K ﹤0.01%
235
-58
317
$11.3K ﹤0.01%
66
318
$10.7K ﹤0.01%
462
319
$10.6K ﹤0.01%
52
320
$10.6K ﹤0.01%
882
+3
321
$10.5K ﹤0.01%
225
322
$10.3K ﹤0.01%
228
-350
323
$10.3K ﹤0.01%
100
324
$10.2K ﹤0.01%
98
325
$10.1K ﹤0.01%
273
+3
11 12
13
14 15