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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1
+$4.52M
2
+$2.01M
3
+$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.6K 0.01%
384
352
$16.6K 0.01%
181
353
$16.5K 0.01%
1,369
354
$16.4K 0.01%
119
355
$16.2K 0.01%
2,250
356
$16.1K 0.01%
346
357
$16K 0.01%
1,240
358
$15.9K 0.01%
220
359
$15.8K 0.01%
1,525
360
$15.7K 0.01%
449
361
$15.7K 0.01%
+225
362
$15.6K 0.01%
115
363
$15.5K ﹤0.01%
200
364
$15.5K ﹤0.01%
507
-25
365
$15.4K ﹤0.01%
100
366
$15.3K ﹤0.01%
178
367
$14.9K ﹤0.01%
111
368
$14.4K ﹤0.01%
1,817
369
$14.3K ﹤0.01%
319
370
$14K ﹤0.01%
1,411
371
$13.9K ﹤0.01%
300
372
$13.1K ﹤0.01%
280
373
$13.1K ﹤0.01%
213
-351
374
$13.1K ﹤0.01%
1,264
375
$12.9K ﹤0.01%
1,191
13 14
15
16 17