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
$152M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.32M
3
+$2.89M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.03M

Top Sells

1
+$6.99M
2
+$3.02M
3
+$2.9M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.8M
5
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$1M

Sector Composition

1 Industrials 4.81%
2 Technology 3.64%
3 Healthcare 3.5%
4 Communication Services 3%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
24
-595
377
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33
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378
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5
379
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52
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380
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11
381
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11
382
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42
383
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20
384
$1K ﹤0.01%
100
385
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+10
386
$1K ﹤0.01%
22
387
$0 ﹤0.01%
2
388
– –
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390
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13 14 15
16
17