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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.67K ﹤0.01%
39
377
$5.55K ﹤0.01%
162
378
$5.46K ﹤0.01%
100
379
$5.36K ﹤0.01%
132
380
$5.33K ﹤0.01%
109
381
$5.32K ﹤0.01%
72
-328
382
$5.3K ﹤0.01%
66
383
$5.21K ﹤0.01%
108
384
$5.19K ﹤0.01%
419
385
$5.03K ﹤0.01%
209
386
$5.02K ﹤0.01%
250
387
$4.97K ﹤0.01%
8
388
$4.9K ﹤0.01%
75
-58
389
$4.81K ﹤0.01%
421
390
$4.7K ﹤0.01%
43
391
$4.67K ﹤0.01%
28
392
$4.54K ﹤0.01%
16
393
$4.44K ﹤0.01%
+46
394
$4.42K ﹤0.01%
150
-400
395
$4.36K ﹤0.01%
670
396
$4.29K ﹤0.01%
96
397
$4.25K ﹤0.01%
25
398
$4.25K ﹤0.01%
67
399
$4.22K ﹤0.01%
137
400
$4.17K ﹤0.01%
100
14 15
16
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