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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.08K ﹤0.01%
95
327
$9.01K ﹤0.01%
100
328
$8.98K ﹤0.01%
23
329
$8.92K ﹤0.01%
+148
330
$8.88K ﹤0.01%
386
331
$8.67K ﹤0.01%
66
332
$8.6K ﹤0.01%
84
333
$8.55K ﹤0.01%
94
-83
334
$8.19K ﹤0.01%
500
335
$8.18K ﹤0.01%
40
336
$8.17K ﹤0.01%
691
337
$8.17K ﹤0.01%
180
-117
338
$7.81K ﹤0.01%
324
339
$7.73K ﹤0.01%
100
340
$7.67K ﹤0.01%
40
341
$7.63K ﹤0.01%
190
342
$7.51K ﹤0.01%
29
343
$7.45K ﹤0.01%
276
344
$7.43K ﹤0.01%
300
345
$7.31K ﹤0.01%
23
346
$7.26K ﹤0.01%
2
347
$7.23K ﹤0.01%
125
348
$7.2K ﹤0.01%
285
349
$7.19K ﹤0.01%
43
350
$7.14K ﹤0.01%
48
12 13
14
15 16