MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.35K ﹤0.01%
183
352
$7.34K ﹤0.01%
+54
353
$7.32K ﹤0.01%
39
354
$7.13K ﹤0.01%
29
355
$6.99K ﹤0.01%
+48
356
$6.87K ﹤0.01%
14
357
$6.58K ﹤0.01%
20
358
$6.51K ﹤0.01%
39
359
$6.21K ﹤0.01%
85
360
$6.09K ﹤0.01%
128
361
$6.05K ﹤0.01%
75
362
$6K ﹤0.01%
500
363
$5.95K ﹤0.01%
13
364
$5.75K ﹤0.01%
75
-1,050
365
$5.75K ﹤0.01%
28
-6
366
$5.62K ﹤0.01%
+70
367
$5.48K ﹤0.01%
14
368
$5.46K ﹤0.01%
8
369
$5.4K ﹤0.01%
17
370
$5.32K ﹤0.01%
300
371
$5.19K ﹤0.01%
108
372
$5.17K ﹤0.01%
209
373
$5.15K ﹤0.01%
55
374
$5.12K ﹤0.01%
16
375
$5.12K ﹤0.01%
38
13 14
15
16 17