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
$232M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.89M
3
+$5.92M
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$5.65M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$3.39M

Top Sells

1
+$8.12M
2
+$6.59M
3
+$5.18M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$4.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.43M

Sector Composition

1 Technology 3.85%
2 Healthcare 2.68%
3 Communication Services 2.67%
4 Industrials 2.47%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
+75
377
$5K ﹤0.01%
+29
378
$5K ﹤0.01%
+54
379
$5K ﹤0.01%
+128
380
$5K ﹤0.01%
+155
381
$5K ﹤0.01%
+50
382
$5K ﹤0.01%
+160
383
$5K ﹤0.01%
+120
384
$5K ﹤0.01%
+98
385
$5K ﹤0.01%
+15
386
$5K ﹤0.01%
+50
387
$5K ﹤0.01%
+174
388
$5K ﹤0.01%
+100
389
$5K ﹤0.01%
+300
390
$5K ﹤0.01%
+200
391
$5K ﹤0.01%
+29
392
$4K ﹤0.01%
+50
393
$4K ﹤0.01%
+80
394
$4K ﹤0.01%
+18
395
$4K ﹤0.01%
+100
396
$4K ﹤0.01%
+40
397
$4K ﹤0.01%
+150
398
$4K ﹤0.01%
+52
399
$3K ﹤0.01%
+9
400
$3K ﹤0.01%
+75
14 15
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