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
$152M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.79M
3
+$2.15M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.22M

Top Sells

1
+$4.81M
2
+$3M
3
+$1.99M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.58M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$833K

Sector Composition

1 Consumer Discretionary 10.01%
2 Financials 4.58%
3 Industrials 3.63%
4 Healthcare 2.98%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
196
327
$3K ﹤0.01%
300
328
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15
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45
-67
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$3K ﹤0.01%
64
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334
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100
336
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126
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90
-50
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$3K ﹤0.01%
2
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341
$3K ﹤0.01%
140
342
$2K ﹤0.01%
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343
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+10
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$2K ﹤0.01%
40
347
$2K ﹤0.01%
82
348
$2K ﹤0.01%
20
349
$2K ﹤0.01%
715
350
$2K ﹤0.01%
500
12 13
14
15 16