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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$12.4M
3 +$9.26M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$8.95M
5
BBBY
Bed Bath & Beyond
BBBY
+$8.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Healthcare 3.19%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
+1
352
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+38
353
$1K ﹤0.01%
+38
354
$0 ﹤0.01%
+3
355
$0 ﹤0.01%
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356
$0 ﹤0.01%
+3
357
$0 ﹤0.01%
+14
358
0
359
$0 ﹤0.01%
+13
360
$0 ﹤0.01%
+2
361
$0 ﹤0.01%
+8