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
$314M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.84%
2 Healthcare 2.16%
3 Financials 2.11%
4 Industrials 1.94%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$31K 0.01%
167
+79
327
$30K 0.01%
698
328
$30K 0.01%
808
+2
329
$30K 0.01%
466
330
$30K 0.01%
514
331
$29K 0.01%
416
-247
332
$28K 0.01%
+417
333
$28K 0.01%
195
+39
334
$28K 0.01%
215
335
$27K 0.01%
+5,558
336
$27K 0.01%
824
337
$26K 0.01%
681
338
$26K 0.01%
608
339
$26K 0.01%
376
340
$25K 0.01%
684
341
$25K 0.01%
248
342
$25K 0.01%
+157
343
$24K 0.01%
158
344
$24K 0.01%
478
345
$24K 0.01%
361
346
$24K 0.01%
+522
347
$23K 0.01%
+100
348
$23K 0.01%
166
349
$23K 0.01%
392
350
$23K 0.01%
412