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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.98K ﹤0.01%
116
377
$5.96K ﹤0.01%
+52
378
$5.94K ﹤0.01%
195
379
$5.88K ﹤0.01%
112
380
$5.73K ﹤0.01%
67
381
$5.71K ﹤0.01%
35
382
$5.66K ﹤0.01%
107
383
$5.64K ﹤0.01%
+11
384
$5.59K ﹤0.01%
34
385
$5.43K ﹤0.01%
100
386
$5.43K ﹤0.01%
190
387
$5.3K ﹤0.01%
29
388
$5.24K ﹤0.01%
40
389
$5.22K ﹤0.01%
421
+3
390
$5.22K ﹤0.01%
50
391
$5.21K ﹤0.01%
100
392
$5.21K ﹤0.01%
209
393
$5.15K ﹤0.01%
66
394
$5.08K ﹤0.01%
+186
395
$5.08K ﹤0.01%
29
396
$4.95K ﹤0.01%
+51
397
$4.71K ﹤0.01%
84
398
$4.71K ﹤0.01%
175
399
$4.7K ﹤0.01%
250
400
$4.68K ﹤0.01%
54
14 15
16
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