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
$131M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$4.95M
3
+$4.92M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.19M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.27M

Top Sells

1
+$5.69M
2
+$5.2M
3
+$5.06M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.64M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.47M

Sector Composition

1 Industrials 4.41%
2 Communication Services 3.69%
3 Technology 3.59%
4 Healthcare 3.19%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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378
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1
379
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380
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1
382
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0
383
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384
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385
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386
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5
387
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388
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389
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390
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391
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392
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393
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394
$0 ﹤0.01%
2
395
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396
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397
$0 ﹤0.01%
100
398
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399
$0 ﹤0.01%
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400
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13 14 15
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