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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$12.4M
3
+$9.26M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$8.95M
5
BBBY
Bed Bath & Beyond
BBBY
+$8.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Healthcare 3.19%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+39
327
$3K ﹤0.01%
+200
328
$3K ﹤0.01%
+112
329
$2K ﹤0.01%
+41
330
$2K ﹤0.01%
+715
331
$2K ﹤0.01%
+48
332
$2K ﹤0.01%
+100
333
$2K ﹤0.01%
+15
334
$2K ﹤0.01%
+29
335
$2K ﹤0.01%
+29
336
$2K ﹤0.01%
+192
337
$2K ﹤0.01%
+150
338
$2K ﹤0.01%
+2
339
$2K ﹤0.01%
+42
340
$2K ﹤0.01%
+120
341
$2K ﹤0.01%
+3
342
$2K ﹤0.01%
+34
343
$2K ﹤0.01%
+260
344
$1K ﹤0.01%
+38
345
$1K ﹤0.01%
+38
346
$1K ﹤0.01%
+1
347
$1K ﹤0.01%
+100
348
$1K ﹤0.01%
+21
349
$1K ﹤0.01%
+15
350
$1K ﹤0.01%
+11
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