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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.2K ﹤0.01%
81
327
$10.1K ﹤0.01%
66
328
$10.1K ﹤0.01%
2,517
329
$9.79K ﹤0.01%
38
330
$9.37K ﹤0.01%
209
+1
331
$9.13K ﹤0.01%
865
+3
332
$8.99K ﹤0.01%
20
-5
333
$8.9K ﹤0.01%
16
334
$8.88K ﹤0.01%
10
335
$8.85K ﹤0.01%
100
336
$8.73K ﹤0.01%
+100
337
$8.42K ﹤0.01%
2
338
$8.42K ﹤0.01%
107
339
$8.35K ﹤0.01%
691
340
$7.95K ﹤0.01%
541
-300
341
$7.86K ﹤0.01%
276
342
$7.76K ﹤0.01%
180
343
$7.71K ﹤0.01%
67
344
$7.62K ﹤0.01%
188
345
$7.62K ﹤0.01%
125
346
$7.61K ﹤0.01%
87
347
$7.59K ﹤0.01%
105
348
$7.58K ﹤0.01%
54
349
$7.48K ﹤0.01%
39
350
$7.46K ﹤0.01%
193
-175
12 13
14
15 16