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
$160M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.42M
3
+$1.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.11M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1M

Top Sells

1
+$3.64M
2
+$1.87M
3
+$863K
4
PG icon
Procter & Gamble
PG
+$537K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$494K

Sector Composition

1 Industrials 4.16%
2 Communication Services 3.91%
3 Technology 3.51%
4 Healthcare 2.64%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
10
352
$1K ﹤0.01%
445
353
$1K ﹤0.01%
31
354
$1K ﹤0.01%
48
355
$1K ﹤0.01%
20
356
$1K ﹤0.01%
20
357
$1K ﹤0.01%
20
358
$1K ﹤0.01%
50
359
$1K ﹤0.01%
23
-260
360
$1K ﹤0.01%
+35
361
$1K ﹤0.01%
36
362
$1K ﹤0.01%
82
363
$1K ﹤0.01%
36
364
$1K ﹤0.01%
9
365
$1K ﹤0.01%
90
366
$1K ﹤0.01%
11
367
$1K ﹤0.01%
+29
368
$1K ﹤0.01%
42
369
$1K ﹤0.01%
5
370
$1K ﹤0.01%
40
371
$1K ﹤0.01%
37
372
$1K ﹤0.01%
10
373
$1K ﹤0.01%
6
374
– –
-250
375
$0 ﹤0.01%
100
13 14
15
16 17