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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.08K ﹤0.01%
54
352
$7.06K ﹤0.01%
188
353
$7.04K ﹤0.01%
65
-89
354
$7.02K ﹤0.01%
155
-145
355
$6.91K ﹤0.01%
39
356
$6.84K ﹤0.01%
150
357
$6.72K ﹤0.01%
116
358
$6.72K ﹤0.01%
34
359
$6.54K ﹤0.01%
107
360
$6.48K ﹤0.01%
67
361
$6.19K ﹤0.01%
30
362
$6.14K ﹤0.01%
38
363
$6.13K ﹤0.01%
112
364
$6.12K ﹤0.01%
40
365
$6.08K ﹤0.01%
67
366
$6.01K ﹤0.01%
92
367
$5.93K ﹤0.01%
105
368
$5.92K ﹤0.01%
66
369
$5.92K ﹤0.01%
29
370
$5.85K ﹤0.01%
84
371
$5.78K ﹤0.01%
100
372
$5.74K ﹤0.01%
29
373
$5.68K ﹤0.01%
87
374
$5.53K ﹤0.01%
175
375
$5.41K ﹤0.01%
209
13 14
15
16 17