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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1
+$1.26M
2
+$953K
3
+$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.81K ﹤0.01%
100
352
$9.8K ﹤0.01%
799
353
$9.7K ﹤0.01%
+91
354
$9.51K ﹤0.01%
72
355
$9.47K ﹤0.01%
957
+92
356
$9.35K ﹤0.01%
54
357
$9.26K ﹤0.01%
2,517
358
$9.09K ﹤0.01%
100
359
$8.8K ﹤0.01%
54
-20
360
$8.67K ﹤0.01%
216
+100
361
$8.65K ﹤0.01%
112
362
$8.65K ﹤0.01%
255
+80
363
$8.6K ﹤0.01%
144
+90
364
$8.4K ﹤0.01%
38
365
$7.96K ﹤0.01%
+147
366
$7.74K ﹤0.01%
691
367
$7.67K ﹤0.01%
500
368
$7.57K ﹤0.01%
+36
369
$7.56K ﹤0.01%
276
370
$7.54K ﹤0.01%
12
+4
371
$7.51K ﹤0.01%
92
372
$7.38K ﹤0.01%
20
373
$7.33K ﹤0.01%
+827
374
$7.33K ﹤0.01%
38
375
$7.32K ﹤0.01%
39
13 14
15
16 17