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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.6K ﹤0.01%
17
352
$8.39K ﹤0.01%
84
353
$8.27K ﹤0.01%
691
354
$8.17K ﹤0.01%
66
355
$7.95K ﹤0.01%
300
356
$7.92K ﹤0.01%
2
357
$7.8K ﹤0.01%
324
358
$7.71K ﹤0.01%
40
359
$7.6K ﹤0.01%
107
360
$7.57K ﹤0.01%
285
361
$7.57K ﹤0.01%
+10
362
$7.52K ﹤0.01%
75
-187
363
$7.49K ﹤0.01%
276
364
$7.47K ﹤0.01%
+240
365
$7.4K ﹤0.01%
100
366
$7.27K ﹤0.01%
500
367
$7.24K ﹤0.01%
180
368
$7.18K ﹤0.01%
23
369
$7.13K ﹤0.01%
67
370
$7.12K ﹤0.01%
125
371
$7.11K ﹤0.01%
+150
372
$7.1K ﹤0.01%
+133
373
$7.08K ﹤0.01%
30
374
$7.06K ﹤0.01%
54
375
$7.04K ﹤0.01%
+242
13 14
15
16 17