MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.58K ﹤0.01%
34
352
$7.57K ﹤0.01%
84
353
$7.47K ﹤0.01%
691
354
$7.47K ﹤0.01%
20
355
$7.36K ﹤0.01%
248
-145
356
$7.15K ﹤0.01%
183
357
$7.15K ﹤0.01%
39
358
$7.13K ﹤0.01%
14
359
$7.08K ﹤0.01%
38
360
$6.9K ﹤0.01%
29
361
$6.67K ﹤0.01%
39
362
$6.64K ﹤0.01%
162
363
$6.64K ﹤0.01%
158
364
$6.63K ﹤0.01%
+70
365
$6.45K ﹤0.01%
85
366
$6.39K ﹤0.01%
401
367
$6.3K ﹤0.01%
8
-4
368
$6.23K ﹤0.01%
14
369
$6.18K ﹤0.01%
38
370
$5.98K ﹤0.01%
132
371
$5.89K ﹤0.01%
128
-195
372
$5.83K ﹤0.01%
500
373
$5.83K ﹤0.01%
300
374
$5.65K ﹤0.01%
100
375
$5.47K ﹤0.01%
13
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