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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.2K ﹤0.01%
8
377
$5.12K ﹤0.01%
39
378
$5.11K ﹤0.01%
36
379
$4.96K ﹤0.01%
236
380
$4.93K ﹤0.01%
+100
381
$4.92K ﹤0.01%
250
382
$4.92K ﹤0.01%
100
383
$4.81K ﹤0.01%
28
384
$4.8K ﹤0.01%
104
385
$4.8K ﹤0.01%
419
386
$4.78K ﹤0.01%
132
387
$4.66K ﹤0.01%
421
388
$4.62K ﹤0.01%
100
389
$4.57K ﹤0.01%
210
390
$4.49K ﹤0.01%
192
391
$4.45K ﹤0.01%
28
392
$4.36K ﹤0.01%
100
393
$4.33K ﹤0.01%
16
394
$4.25K ﹤0.01%
109
395
$4.23K ﹤0.01%
25
396
$4.18K ﹤0.01%
43
397
$4.09K ﹤0.01%
180
398
$4.03K ﹤0.01%
383
399
$4.01K ﹤0.01%
670
400
$3.9K ﹤0.01%
35
14 15
16
17 18