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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$4.9M
3 +$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1 +$4.52M
2 +$2.01M
3 +$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12.9K ﹤0.01%
50
377
$12.8K ﹤0.01%
1,128
378
$12.8K ﹤0.01%
100
379
$12.7K ﹤0.01%
180
380
$12.7K ﹤0.01%
293
381
$12.6K ﹤0.01%
67
382
$12.5K ﹤0.01%
217
383
$12.5K ﹤0.01%
53
+3
384
$12.3K ﹤0.01%
722
385
$12.2K ﹤0.01%
1,000
386
$12K ﹤0.01%
+291
387
$12K ﹤0.01%
236
388
$11.9K ﹤0.01%
425
389
$11.8K ﹤0.01%
291
+41
390
$11.7K ﹤0.01%
125
391
$11.6K ﹤0.01%
100
392
$11.4K ﹤0.01%
50
393
$11.3K ﹤0.01%
+550
394
$11K ﹤0.01%
+545
395
$11K ﹤0.01%
120
396
$10.9K ﹤0.01%
97
397
$10.7K ﹤0.01%
+555
398
$10.6K ﹤0.01%
472
399
$10.6K ﹤0.01%
134
400
$10.5K ﹤0.01%
132