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
$150M
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.74M
3
+$1.53M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.02M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$929K

Top Sells

1
+$12.1M
2
+$4.37M
3
+$799K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$758K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$515K

Sector Composition

1 Financials 8.33%
2 Consumer Discretionary 7.78%
3 Technology 4.19%
4 Healthcare 3.99%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
30
352
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353
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500
354
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715
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48
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21
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3
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-3
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283
367
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5
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372
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-3
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56
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374
$1K ﹤0.01%
18
375
$1K ﹤0.01%
+1
13 14
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16 17