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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$4.9M
3 +$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1 +$4.52M
2 +$2.01M
3 +$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$20.7K 0.01%
459
+2
327
$20.6K 0.01%
+70
328
$20.6K 0.01%
417
329
$20.5K 0.01%
130
330
$20.5K 0.01%
278
+15
331
$20.1K 0.01%
157
332
$19.7K 0.01%
108
333
$19.5K 0.01%
412
334
$19.5K 0.01%
684
335
$19.4K 0.01%
88
336
$19.4K 0.01%
406
+1
337
$19.2K 0.01%
267
+67
338
$19.1K 0.01%
157
+32
339
$19.1K 0.01%
751
340
$19.1K 0.01%
306
341
$18.7K 0.01%
392
342
$18.5K 0.01%
1,630
343
$18.2K 0.01%
255
-34
344
$17.9K 0.01%
400
+150
345
$17.9K 0.01%
264
346
$17.9K 0.01%
+300
347
$17.5K 0.01%
98
348
$17K 0.01%
460
349
$16.8K 0.01%
537
350
$16.7K 0.01%
201
+1