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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
+405
327
$12K ﹤0.01%
+225
328
$12K ﹤0.01%
+472
329
$12K ﹤0.01%
+240
330
$12K ﹤0.01%
+217
331
$12K ﹤0.01%
+90
332
$12K ﹤0.01%
+522
333
$12K ﹤0.01%
+462
334
$12K ﹤0.01%
+455
335
$12K ﹤0.01%
+500
336
$11K ﹤0.01%
+321
337
$11K ﹤0.01%
+300
338
$11K ﹤0.01%
+65
339
$11K ﹤0.01%
+360
340
$11K ﹤0.01%
+300
341
$11K ﹤0.01%
+55
342
$11K ﹤0.01%
+38
343
$11K ﹤0.01%
+125
344
$10K ﹤0.01%
+177
345
$10K ﹤0.01%
+120
346
$10K ﹤0.01%
+50
347
$9K ﹤0.01%
+1,500
348
$9K ﹤0.01%
+150
349
$9K ﹤0.01%
+60
350
$9K ﹤0.01%
+200
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