MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.1K ﹤0.01%
135
327
$10.1K ﹤0.01%
54
328
$10.1K ﹤0.01%
72
329
$9.85K ﹤0.01%
100
330
$9.83K ﹤0.01%
1,433
331
$9.82K ﹤0.01%
799
332
$9.47K ﹤0.01%
31
333
$9.36K ﹤0.01%
2,517
334
$8.59K ﹤0.01%
67
335
$8.52K ﹤0.01%
125
336
$8.46K ﹤0.01%
188
337
$8.38K ﹤0.01%
+30
338
$8.35K ﹤0.01%
250
339
$8.28K ﹤0.01%
84
340
$8.27K ﹤0.01%
276
341
$8.19K ﹤0.01%
29
342
$8.07K ﹤0.01%
90
343
$8.04K ﹤0.01%
248
344
$7.99K ﹤0.01%
100
345
$7.96K ﹤0.01%
105
346
$7.9K ﹤0.01%
54
347
$7.75K ﹤0.01%
158
348
$7.63K ﹤0.01%
38
349
$7.57K ﹤0.01%
691
350
$7.42K ﹤0.01%
162
12 13
14
15 16