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
$150M
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$1.72M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$912K

Top Sells

1
+$12.2M
2
+$4.37M
3
+$799K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$751K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$506K

Sector Composition

1 Financials 8.33%
2 Consumer Discretionary 7.78%
3 Technology 4.18%
4 Healthcare 3.99%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
11
377
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16
+8
378
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100
379
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52
380
$0 ﹤0.01%
2
381
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12
382
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2
383
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-40
384
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385
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387
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388
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389
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2
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395
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14 15
16
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