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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.13K ﹤0.01%
285
352
$7.09K ﹤0.01%
43
353
$7.04K ﹤0.01%
276
-785
354
$6.9K ﹤0.01%
67
355
$6.9K ﹤0.01%
105
356
$6.89K ﹤0.01%
40
-201
357
$6.85K ﹤0.01%
66
-344
358
$6.84K ﹤0.01%
16
359
$6.81K ﹤0.01%
150
360
$6.67K ﹤0.01%
23
361
$6.58K ﹤0.01%
125
362
$6.5K ﹤0.01%
62
-116
363
$6.49K ﹤0.01%
32
364
$6.48K ﹤0.01%
40
-25
365
$6.4K ﹤0.01%
195
-100
366
$6.38K ﹤0.01%
116
-200
367
$6.28K ﹤0.01%
34
-148
368
$6.28K ﹤0.01%
112
369
$6.21K ﹤0.01%
92
370
$6.21K ﹤0.01%
35
371
$6.16K ﹤0.01%
72
372
$6.11K ﹤0.01%
67
373
$5.93K ﹤0.01%
300
374
$5.83K ﹤0.01%
29
-59
375
$5.82K ﹤0.01%
+190
13 14
15
16 17