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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.43K ﹤0.01%
300
352
$7.42K ﹤0.01%
500
353
$7.2K ﹤0.01%
+150
354
$7.06K ﹤0.01%
43
355
$7.02K ﹤0.01%
38
356
$6.98K ﹤0.01%
67
357
$6.97K ﹤0.01%
175
358
$6.86K ﹤0.01%
401
359
$6.82K ﹤0.01%
112
360
$6.75K ﹤0.01%
87
361
$6.75K ﹤0.01%
84
362
$6.74K ﹤0.01%
48
363
$6.59K ﹤0.01%
100
364
$6.52K ﹤0.01%
40
365
$6.42K ﹤0.01%
92
366
$6.34K ﹤0.01%
116
367
$6.27K ﹤0.01%
+35
368
$6.24K ﹤0.01%
23
369
$6.15K ﹤0.01%
36
370
$6.15K ﹤0.01%
142
371
$6.06K ﹤0.01%
30
372
$5.93K ﹤0.01%
85
373
$5.87K ﹤0.01%
150
374
$5.78K ﹤0.01%
100
375
$5.76K ﹤0.01%
28
13 14
15
16 17