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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.12K ﹤0.01%
58
+20
352
$7.11K ﹤0.01%
100
353
$7.11K ﹤0.01%
691
354
$7.11K ﹤0.01%
188
355
$7.07K ﹤0.01%
66
356
$6.95K ﹤0.01%
105
357
$6.9K ﹤0.01%
40
358
$6.83K ﹤0.01%
67
359
$6.82K ﹤0.01%
285
360
$6.78K ﹤0.01%
276
361
$6.76K ﹤0.01%
62
362
$6.75K ﹤0.01%
84
363
$6.62K ﹤0.01%
17
364
$6.58K ﹤0.01%
+95
365
$6.57K ﹤0.01%
150
366
$6.55K ﹤0.01%
+47
367
$6.43K ﹤0.01%
92
368
$6.39K ﹤0.01%
128
369
$6.38K ﹤0.01%
40
370
$6.21K ﹤0.01%
125
371
$6.2K ﹤0.01%
23
372
$6.17K ﹤0.01%
+2
373
$6.16K ﹤0.01%
43
374
$6.11K ﹤0.01%
+81
375
$6.04K ﹤0.01%
29
13 14
15
16 17