MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.65K ﹤0.01%
100
327
$9.55K ﹤0.01%
12
328
$9.54K ﹤0.01%
879
+3
329
$9.53K ﹤0.01%
799
330
$9.43K ﹤0.01%
1,433
331
$9.34K ﹤0.01%
312
+175
332
$9.23K ﹤0.01%
147
333
$9.12K ﹤0.01%
100
-20
334
$9.11K ﹤0.01%
175
335
$9.09K ﹤0.01%
100
336
$9.01K ﹤0.01%
2,517
337
$8.99K ﹤0.01%
250
338
$8.96K ﹤0.01%
+54
339
$8.88K ﹤0.01%
90
340
$8.77K ﹤0.01%
68
-235
341
$8.64K ﹤0.01%
114
342
$8.42K ﹤0.01%
54
343
$8.4K ﹤0.01%
29
344
$8.28K ﹤0.01%
125
345
$8.16K ﹤0.01%
188
346
$8.11K ﹤0.01%
67
347
$7.98K ﹤0.01%
276
348
$7.78K ﹤0.01%
31
349
$7.75K ﹤0.01%
105
350
$7.71K ﹤0.01%
200
+131
12 13
14
15 16