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
$160M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.42M
3
+$1.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.11M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1M

Top Sells

1
+$3.64M
2
+$1.87M
3
+$863K
4
PG icon
Procter & Gamble
PG
+$537K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$494K

Sector Composition

1 Industrials 4.17%
2 Communication Services 3.91%
3 Technology 3.5%
4 Healthcare 2.64%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
60
327
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-160
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55
336
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100
337
$2K ﹤0.01%
400
338
$2K ﹤0.01%
10
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21
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25
-13
341
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126
342
$2K ﹤0.01%
55
343
$2K ﹤0.01%
415
344
$2K ﹤0.01%
29
-1,053
345
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30
-250
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$2K ﹤0.01%
5
347
$2K ﹤0.01%
76
348
$2K ﹤0.01%
83
349
$2K ﹤0.01%
80
350
$2K ﹤0.01%
70
12 13
14
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