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
$232M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.89M
3
+$5.92M
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$5.65M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$3.39M

Top Sells

1
+$8.12M
2
+$6.59M
3
+$5.18M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$4.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.43M

Sector Composition

1 Technology 3.85%
2 Healthcare 2.68%
3 Communication Services 2.67%
4 Industrials 2.47%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
+150
352
$8K ﹤0.01%
+100
353
$8K ﹤0.01%
+132
354
$8K ﹤0.01%
+101
355
$8K ﹤0.01%
+156
356
$8K ﹤0.01%
+60
357
$8K ﹤0.01%
+417
358
$8K ﹤0.01%
+341
359
$7K ﹤0.01%
+500
360
$7K ﹤0.01%
+200
361
$7K ﹤0.01%
+38
362
$7K ﹤0.01%
+55
363
$7K ﹤0.01%
+100
364
$7K ﹤0.01%
+100
365
$7K ﹤0.01%
+400
366
$6K ﹤0.01%
+177
367
$6K ﹤0.01%
+100
368
$6K ﹤0.01%
+500
369
$6K ﹤0.01%
+175
370
$6K ﹤0.01%
+50
371
$6K ﹤0.01%
+100
372
$6K ﹤0.01%
+119
373
$6K ﹤0.01%
+1,000
374
$5K ﹤0.01%
+45
375
$5K ﹤0.01%
+100
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