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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.04K ﹤0.01%
39
377
$6.9K ﹤0.01%
+87
378
$6.87K ﹤0.01%
23
379
$6.81K ﹤0.01%
150
380
$6.6K ﹤0.01%
+401
381
$6.55K ﹤0.01%
+200
382
$6.51K ﹤0.01%
43
383
$6.51K ﹤0.01%
188
384
$6.47K ﹤0.01%
+142
385
$6.39K ﹤0.01%
100
386
$6.36K ﹤0.01%
84
387
$6.29K ﹤0.01%
+50
388
$6.26K ﹤0.01%
+244
389
$6.17K ﹤0.01%
112
390
$6.17K ﹤0.01%
+244
391
$6.15K ﹤0.01%
116
392
$6.14K ﹤0.01%
105
393
$6.1K ﹤0.01%
36
394
$6.05K ﹤0.01%
48
395
$6.04K ﹤0.01%
66
396
$6.01K ﹤0.01%
+33
397
$5.99K ﹤0.01%
67
398
$5.94K ﹤0.01%
175
399
$5.91K ﹤0.01%
38
400
$5.78K ﹤0.01%
87
14 15
16
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