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
$333M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.27M
3
+$1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$926K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$476K

Top Sells

1
+$2.64M
2
+$2.06M
3
+$1.03M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$907K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$881K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.4%
3 Industrials 0.91%
4 Communication Services 0.84%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.01K ﹤0.01%
38
327
$9K ﹤0.01%
386
328
$9K ﹤0.01%
72
329
$8.94K ﹤0.01%
2,517
330
$8.9K ﹤0.01%
40
331
$8.7K ﹤0.01%
60
332
$8.64K ﹤0.01%
66
333
$8.52K ﹤0.01%
81
334
$8.31K ﹤0.01%
691
335
$8.3K ﹤0.01%
500
336
$8K ﹤0.01%
300
337
$7.97K ﹤0.01%
100
338
$7.85K ﹤0.01%
324
339
$7.83K ﹤0.01%
17
340
$7.83K ﹤0.01%
+105
341
$7.75K ﹤0.01%
84
342
$7.75K ﹤0.01%
100
-12
343
$7.61K ﹤0.01%
+118
344
$7.6K ﹤0.01%
40
345
$7.59K ﹤0.01%
+314
346
$7.55K ﹤0.01%
173
347
$7.49K ﹤0.01%
47
348
$7.45K ﹤0.01%
+207
349
$7.35K ﹤0.01%
128
350
$7.34K ﹤0.01%
34
12 13
14
15 16