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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.5K ﹤0.01%
1,411
377
$13.3K ﹤0.01%
1,000
378
$13.3K ﹤0.01%
1,264
379
$13.2K ﹤0.01%
236
380
$13K ﹤0.01%
722
381
$13K ﹤0.01%
50
382
$13K ﹤0.01%
1,128
383
$12.7K ﹤0.01%
127
+96
384
$12.6K ﹤0.01%
69
385
$12.4K ﹤0.01%
1,240
386
$12.4K ﹤0.01%
293
387
$12.3K ﹤0.01%
291
388
$12.3K ﹤0.01%
1,191
389
$12K ﹤0.01%
125
390
$11.8K ﹤0.01%
213
391
$11.3K ﹤0.01%
550
392
$11.3K ﹤0.01%
397
393
$11.1K ﹤0.01%
545
394
$11K ﹤0.01%
120
395
$10.9K ﹤0.01%
120
396
$10.8K ﹤0.01%
555
397
$10.8K ﹤0.01%
472
398
$10.8K ﹤0.01%
65
-8
399
$10.7K ﹤0.01%
134
400
$10.7K ﹤0.01%
132
14 15
16
17 18