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
$149M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.68M
3
+$2.28M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$985K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$640K

Top Sells

1
+$2.61M
2
+$1.72M
3
+$727K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$577K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$450K

Sector Composition

1 Industrials 4.49%
2 Communication Services 3.95%
3 Technology 3.59%
4 Healthcare 2.86%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+5
352
$2K ﹤0.01%
44
-640
353
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+120
354
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55
355
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126
356
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+15
357
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90
358
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+65
359
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37
360
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+35
361
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21
362
$2K ﹤0.01%
400
363
$1K ﹤0.01%
31
364
$1K ﹤0.01%
48
365
$1K ﹤0.01%
20
366
$1K ﹤0.01%
445
367
$1K ﹤0.01%
+20
368
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+20
369
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+50
370
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5
371
$1K ﹤0.01%
+36
372
$1K ﹤0.01%
82
373
$1K ﹤0.01%
+36
374
$1K ﹤0.01%
52
375
$1K ﹤0.01%
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