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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17.8K 0.01%
88
352
$17.4K 0.01%
407
+1
353
$17.4K 0.01%
460
354
$17.2K 0.01%
316
-150
355
$17.1K 0.01%
225
356
$17K 0.01%
384
357
$16.8K ﹤0.01%
223
-55
358
$16.6K ﹤0.01%
181
359
$16.5K ﹤0.01%
346
360
$16.1K ﹤0.01%
111
361
$16.1K ﹤0.01%
1,817
362
$16K ﹤0.01%
1,369
363
$15.9K ﹤0.01%
507
364
$15.9K ﹤0.01%
217
365
$15.7K ﹤0.01%
1,525
366
$15.6K ﹤0.01%
205
-50
367
$15.4K ﹤0.01%
100
368
$14.7K ﹤0.01%
155
369
$14.2K ﹤0.01%
291
370
$14.2K ﹤0.01%
50
371
$13.9K ﹤0.01%
67
372
$13.8K ﹤0.01%
100
373
$13.8K ﹤0.01%
180
374
$13.8K ﹤0.01%
178
375
$13.5K ﹤0.01%
220
13 14
15
16 17