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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$22.3K 0.01%
824
327
$22.3K 0.01%
1,084
328
$22.3K 0.01%
248
329
$22K 0.01%
169
+39
330
$21.6K 0.01%
450
+150
331
$21.4K 0.01%
427
+283
332
$21.4K 0.01%
297
-25
333
$21.3K 0.01%
240
334
$21.3K 0.01%
+5,682
335
$21.2K 0.01%
157
336
$20.9K 0.01%
681
337
$20.8K 0.01%
392
338
$20.7K 0.01%
1,521
+684
339
$20.4K 0.01%
108
340
$20.1K 0.01%
2,250
341
$20K 0.01%
433
-1,473
342
$19.9K 0.01%
417
343
$19.3K 0.01%
264
344
$19.3K 0.01%
537
345
$19.2K 0.01%
300
346
$18.7K 0.01%
684
347
$18.7K 0.01%
400
348
$18.3K 0.01%
+600
349
$18.2K 0.01%
306
350
$18.1K 0.01%
1,630