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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.9K ﹤0.01%
100
327
$10.8K ﹤0.01%
862
+632
328
$10.6K ﹤0.01%
177
329
$10.5K ﹤0.01%
50
330
$10.4K ﹤0.01%
462
331
$10.3K ﹤0.01%
1,433
332
$10.2K ﹤0.01%
225
333
$10.2K ﹤0.01%
38
-68
334
$10.1K ﹤0.01%
+25
335
$9.96K ﹤0.01%
799
336
$9.78K ﹤0.01%
38
337
$9.76K ﹤0.01%
47
338
$9.7K ﹤0.01%
100
339
$9.68K ﹤0.01%
208
340
$9.62K ﹤0.01%
81
341
$9.34K ﹤0.01%
2,517
342
$9.29K ﹤0.01%
173
343
$9.21K ﹤0.01%
200
-136
344
$9.16K ﹤0.01%
72
345
$9.02K ﹤0.01%
+16
346
$8.86K ﹤0.01%
114
+20
347
$8.82K ﹤0.01%
40
348
$8.8K ﹤0.01%
386
349
$8.78K ﹤0.01%
95
350
$8.66K ﹤0.01%
110
12 13
14
15 16