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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
+105
352
$9K ﹤0.01%
+125
353
$9K ﹤0.01%
+112
354
$8K ﹤0.01%
+39
355
$8K ﹤0.01%
+50
356
$8K ﹤0.01%
+162
357
$8K ﹤0.01%
+101
358
$8K ﹤0.01%
+100
359
$8K ﹤0.01%
+500
360
$7K ﹤0.01%
+100
361
$7K ﹤0.01%
+341
362
$7K ﹤0.01%
+100
363
$7K ﹤0.01%
+55
364
$7K ﹤0.01%
+38
365
$7K ﹤0.01%
+200
366
$7K ﹤0.01%
+500
367
$7K ﹤0.01%
+147
368
$7K ﹤0.01%
+20
369
$7K ﹤0.01%
+54
370
$6K ﹤0.01%
+200
371
$6K ﹤0.01%
+327
372
$6K ﹤0.01%
+98
373
$6K ﹤0.01%
+50
374
$6K ﹤0.01%
+100
375
$5K ﹤0.01%
+45
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