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
$293M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.01M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.4M

Top Sells

1
+$3.22M
2
+$1.96M
3
+$1.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.05M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$811K

Sector Composition

1 Technology 3.3%
2 Healthcare 2.27%
3 Financials 1.82%
4 Industrials 1.7%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K 0.01%
74
+14
377
$15K 0.01%
+1,411
378
$15K 0.01%
50
379
$15K 0.01%
97
380
$14K ﹤0.01%
+1,264
381
$14K ﹤0.01%
498
-1,351
382
$14K ﹤0.01%
100
383
$14K ﹤0.01%
180
384
$14K ﹤0.01%
+1,191
385
$14K ﹤0.01%
300
386
$14K ﹤0.01%
+280
387
$13K ﹤0.01%
200
388
$13K ﹤0.01%
449
389
$13K ﹤0.01%
293
390
$13K ﹤0.01%
460
-190
391
$13K ﹤0.01%
308
392
$13K ﹤0.01%
200
393
$13K ﹤0.01%
125
-30
394
$13K ﹤0.01%
+1,128
395
$13K ﹤0.01%
33
396
$12K ﹤0.01%
397
397
$12K ﹤0.01%
722
398
$12K ﹤0.01%
500
399
$12K ﹤0.01%
200
400
$12K ﹤0.01%
259
-105
14 15
16
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