MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+1.31%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
-$9.66M
(-6.4%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-7.36%
Top 10 Holdings %
Top 10 Hldgs %
57.31%
Holding
419
New
39
Increased
89
Reduced
29
Closed
17
Top Buys
Top Sells
| 1 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
$12.9M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$4.82M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$4.19M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.03M |
| 5 |
Fidelity Dividend ETF for Rising Rates
FDRR
|
$2.7M |
Sector Composition
| 1 | Industrials | 4.21% |
| 2 | Technology | 3.4% |
| 3 | Healthcare | 3.32% |
| 4 | Communication Services | 2.74% |
| 5 | Financials | 2.1% |
