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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.7K ﹤0.01%
29
377
$5.69K ﹤0.01%
100
378
$5.65K ﹤0.01%
107
-40
379
$5.65K ﹤0.01%
54
380
$5.63K ﹤0.01%
50
381
$5.58K ﹤0.01%
66
-621
382
$5.54K ﹤0.01%
100
383
$5.41K ﹤0.01%
29
-369
384
$5.38K ﹤0.01%
418
+3
385
$5.38K ﹤0.01%
18
386
$5.34K ﹤0.01%
87
387
$5.09K ﹤0.01%
175
388
$5.03K ﹤0.01%
209
-1,871
389
$5.01K ﹤0.01%
250
-250
390
$4.96K ﹤0.01%
331
391
$4.94K ﹤0.01%
38
-131
392
$4.93K ﹤0.01%
100
-25
393
$4.92K ﹤0.01%
84
-308
394
$4.87K ﹤0.01%
236
-486
395
$4.86K ﹤0.01%
14
396
$4.75K ﹤0.01%
132
-714
397
$4.64K ﹤0.01%
104
398
$4.6K ﹤0.01%
419
399
$4.59K ﹤0.01%
27
400
$4.42K ﹤0.01%
100
-100
14 15
16
17 18