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

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.89%
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%
15
377
$1K ﹤0.01%
+25
378
$1K ﹤0.01%
28
-370
379
$1K ﹤0.01%
+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
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31
-3
390
$0 ﹤0.01%
170
391
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392
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397
$0 ﹤0.01%
13
398
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399
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14 15
16
17 18