MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.68M
3
+$2.28M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$985K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$640K

Top Sells

1
+$2.61M
2
+$1.72M
3
+$727K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$577K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$450K

Sector Composition

1 Industrials 4.49%
2 Communication Services 3.95%
3 Technology 3.59%
4 Healthcare 2.86%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
10
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10
378
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+10
379
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380
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381
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382
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+50
383
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5
384
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+36
385
$1K ﹤0.01%
+40
386
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387
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0
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$0 ﹤0.01%
18
389
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393
$0 ﹤0.01%
1
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1
395
$0 ﹤0.01%
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396
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399
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13 14 15
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