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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.89%
4 Healthcare 3.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
+157
327
$5K ﹤0.01%
166
328
$5K ﹤0.01%
135
329
$5K ﹤0.01%
+100
330
$4K ﹤0.01%
+31
331
$4K ﹤0.01%
70
332
$4K ﹤0.01%
+18
333
$4K ﹤0.01%
50
334
$4K ﹤0.01%
60
335
$4K ﹤0.01%
80
336
$4K ﹤0.01%
50
337
$4K ﹤0.01%
200
338
$4K ﹤0.01%
82
-258
339
$4K ﹤0.01%
74
340
$4K ﹤0.01%
+300
341
$4K ﹤0.01%
+108
342
$4K ﹤0.01%
+70
343
$4K ﹤0.01%
134
344
$4K ﹤0.01%
240
345
$4K ﹤0.01%
90
-22
346
$4K ﹤0.01%
52
347
$3K ﹤0.01%
+196
348
$3K ﹤0.01%
54
349
$3K ﹤0.01%
15
350
$3K ﹤0.01%
+100
12 13
14
15 16