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
$333M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.27M
3
+$1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$926K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$476K

Top Sells

1
+$2.64M
2
+$2.06M
3
+$1.03M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$907K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$881K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.4%
3 Industrials 0.91%
4 Communication Services 0.84%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.26K ﹤0.01%
276
352
$7.25K ﹤0.01%
62
353
$7.24K ﹤0.01%
95
354
$7.2K ﹤0.01%
40
355
$7.09K ﹤0.01%
2
356
$7.07K ﹤0.01%
43
357
$7.07K ﹤0.01%
285
358
$7K ﹤0.01%
23
359
$6.99K ﹤0.01%
48
360
$6.95K ﹤0.01%
150
361
$6.88K ﹤0.01%
125
362
$6.76K ﹤0.01%
67
363
$6.75K ﹤0.01%
188
364
$6.63K ﹤0.01%
190
365
$6.62K ﹤0.01%
92
366
$6.55K ﹤0.01%
29
367
$6.46K ﹤0.01%
112
368
$6.36K ﹤0.01%
116
369
$6.09K ﹤0.01%
67
370
$6.07K ﹤0.01%
54
371
$6K ﹤0.01%
39
-85
372
$5.95K ﹤0.01%
66
373
$5.94K ﹤0.01%
195
374
$5.88K ﹤0.01%
38
-20
375
$5.86K ﹤0.01%
107
13 14
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16 17