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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.54M
3
+$2.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.43M
5
VZ icon
Verizon
VZ
+$1.16M

Top Sells

1
+$4.38M
2
+$3.97M
3
+$2.88M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.24M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.88%
4 Healthcare 3.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+25
377
$1K ﹤0.01%
28
-370
378
$1K ﹤0.01%
+12
379
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+18
380
$1K ﹤0.01%
+35
381
$1K ﹤0.01%
4
-96
382
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11
383
$1K ﹤0.01%
8
-92
384
$1K ﹤0.01%
100
385
$1K ﹤0.01%
38
386
$1K ﹤0.01%
+20
387
$1K ﹤0.01%
+127
388
$1K ﹤0.01%
+52
389
$1K ﹤0.01%
31
-3
390
– –
-200
391
– –
-22
392
$0 ﹤0.01%
+2
393
– –
-600
394
– –
-41
395
$0 ﹤0.01%
12
396
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0
397
$0 ﹤0.01%
+2
398
– –
0
399
– –
-150
400
– –
-2,032
14 15
16
17 18