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
$333M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.27M
3
+$1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$926K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$476K

Top Sells

1
+$2.64M
2
+$2.06M
3
+$1.03M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$907K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$881K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.4%
3 Industrials 0.91%
4 Communication Services 0.84%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.82K ﹤0.01%
50
377
$5.76K ﹤0.01%
29
378
$5.7K ﹤0.01%
40
379
$5.59K ﹤0.01%
100
380
$5.54K ﹤0.01%
29
381
$5.43K ﹤0.01%
175
382
$5.38K ﹤0.01%
84
383
$5.36K ﹤0.01%
105
384
$5.31K ﹤0.01%
36
385
$5.01K ﹤0.01%
87
386
$5K ﹤0.01%
8
387
$4.86K ﹤0.01%
30
388
$4.84K ﹤0.01%
250
389
$4.82K ﹤0.01%
209
390
$4.8K ﹤0.01%
419
391
$4.78K ﹤0.01%
104
392
$4.75K ﹤0.01%
132
393
$4.7K ﹤0.01%
100
394
$4.7K ﹤0.01%
27
395
$4.69K ﹤0.01%
200
-1,000
396
$4.59K ﹤0.01%
39
397
$4.54K ﹤0.01%
100
398
$4.54K ﹤0.01%
35
399
$4.54K ﹤0.01%
421
400
$4.49K ﹤0.01%
236
14 15
16
17 18