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MWM
Mascoma Wealth Management Portfolio holdings
AUM
$484M
1-Year Est. Return
11.69%
This Fund
S&P 500
This Quarter
Est. Return
+1.5%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.68%
Top 10 Holdings %
Top 10 Hldgs %
62.32%
Holding
378
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
White Mountains Insurance
WTM
|
+$20.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12.3M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$9.24M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
CHK
351
DELISTED
Chesapeake Energy Corporation
CHK
| $1K | ﹤0.01% |
+1
| New | +$1.31K |
|
|
PHH
352
DELISTED
PHH Corporation
PHH
| $1K | ﹤0.01% |
+38
| New | +$561 |
|
|
CCP
353
DELISTED
Care Capital Properties, Inc.
CCP
| $1K | ﹤0.01% |
+38
| New | +$954 |
|
354
AdvanSix
ASIX
$560M
| $0 | ﹤0.01% |
+12
| New | +$216 |
|
355
NRG Energy
NRG
$28B
| $0 | ﹤0.01% |
+3
| New | +$35 |
|
356
The RMR Group
RMR
$360M
| $0 | ﹤0.01% |
+3
| New | +$116 |
|
|
UNIT
357
Uniti Group
UNIT
$2.67B
| $0 | ﹤0.01% |
+14
| New | +$377 |
|
|
AIG.WS
358
DELISTED
American International Group, Inc.
AIG.WS
| $0 | ﹤0.01% |
+13
| New | +$284 |
|
|
WIN
359
DELISTED
Windstream Holdings Inc
WIN
| $0 | ﹤0.01% |
+2
| New | +$78 |
|
|
KMI.WS
360
DELISTED
Kinder Morgan Inc
KMI.WS
| $0 | ﹤0.01% |
+8
| New | – |
|
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