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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.3K ﹤0.01%
83
327
$10.2K ﹤0.01%
462
-252
328
$10.1K ﹤0.01%
125
329
$9.85K ﹤0.01%
555
330
$9.72K ﹤0.01%
225
331
$9.03K ﹤0.01%
177
332
$8.87K ﹤0.01%
23
333
$8.68K ﹤0.01%
1,433
334
$8.54K ﹤0.01%
386
335
$8.31K ﹤0.01%
40
336
$8.28K ﹤0.01%
72
337
$8.23K ﹤0.01%
150
338
$8.07K ﹤0.01%
38
339
$7.86K ﹤0.01%
60
340
$7.85K ﹤0.01%
2,517
341
$7.84K ﹤0.01%
260
-247
342
$7.76K ﹤0.01%
324
343
$7.67K ﹤0.01%
500
344
$7.67K ﹤0.01%
40
345
$7.63K ﹤0.01%
81
346
$7.63K ﹤0.01%
173
347
$7.54K ﹤0.01%
355
348
$7.5K ﹤0.01%
112
+12
349
$7.33K ﹤0.01%
300
350
$7.16K ﹤0.01%
48
12 13
14
15 16