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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.57K ﹤0.01%
+268
352
$8.13K ﹤0.01%
114
353
$8.04K ﹤0.01%
175
-80
354
$7.99K ﹤0.01%
401
355
$7.63K ﹤0.01%
276
356
$7.59K ﹤0.01%
691
357
$7.54K ﹤0.01%
216
358
$7.53K ﹤0.01%
+141
359
$7.52K ﹤0.01%
125
360
$7.47K ﹤0.01%
67
361
$7.42K ﹤0.01%
112
362
$7.37K ﹤0.01%
12
363
$7.31K ﹤0.01%
250
364
$7.19K ﹤0.01%
69
365
$7K ﹤0.01%
450
-856
366
$6.99K ﹤0.01%
34
367
$6.97K ﹤0.01%
38
368
$6.89K ﹤0.01%
183
-10
369
$6.85K ﹤0.01%
39
370
$6.81K ﹤0.01%
20
371
$6.79K ﹤0.01%
92
372
$6.79K ﹤0.01%
14
373
$6.68K ﹤0.01%
38
374
$6.49K ﹤0.01%
31
-5
375
$6.46K ﹤0.01%
85
13 14
15
16 17