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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.89%
4 Healthcare 3.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+27
352
$3K ﹤0.01%
+64
353
$3K ﹤0.01%
200
354
$3K ﹤0.01%
+90
355
$3K ﹤0.01%
126
356
$3K ﹤0.01%
2
357
$3K ﹤0.01%
+140
358
$3K ﹤0.01%
3
359
$2K ﹤0.01%
+62
360
$2K ﹤0.01%
133
361
$2K ﹤0.01%
+500
362
$2K ﹤0.01%
715
363
$2K ﹤0.01%
48
364
$2K ﹤0.01%
+21
365
$2K ﹤0.01%
29
366
$2K ﹤0.01%
192
367
$2K ﹤0.01%
+30
368
$2K ﹤0.01%
+35
369
$2K ﹤0.01%
21
370
$2K ﹤0.01%
50
-12
371
$2K ﹤0.01%
85
+47
372
$1K ﹤0.01%
+12
373
$1K ﹤0.01%
+7
374
$1K ﹤0.01%
+283
375
$1K ﹤0.01%
+11
13 14
15
16 17