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

Top Buys

1
+$2.91M
2
+$2.73M
3
+$2.4M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$997K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$657K

Top Sells

1
+$2.67M
2
+$1.76M
3
+$732K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$606K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$475K

Sector Composition

1 Industrials 4.48%
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%
+41
352
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76
-200
353
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+5
354
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44
-640
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+120
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55
357
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126
358
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359
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90
360
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361
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37
362
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+35
363
$1K ﹤0.01%
445
364
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31
365
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48
366
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20
367
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+20
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5
372
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+36
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$1K ﹤0.01%
82
374
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+36
375
$1K ﹤0.01%
52
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