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

Top Buys

1
+$20.6M
2
+$12.3M
3
+$9.24M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$9.15M
5
BBBY
Bed Bath & Beyond
BBBY
+$7.68M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Industrials 3.19%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+1
352
$1K ﹤0.01%
+38
353
$1K ﹤0.01%
+38
354
$0 ﹤0.01%
+12
355
$0 ﹤0.01%
+3
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
11 12 13 14
15