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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1
+$1.26M
2
+$953K
3
+$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.21K ﹤0.01%
401
377
$7.2K ﹤0.01%
193
378
$6.82K ﹤0.01%
200
379
$6.78K ﹤0.01%
300
380
$6.75K ﹤0.01%
125
381
$6.59K ﹤0.01%
84
382
$6.52K ﹤0.01%
67
383
$6.5K ﹤0.01%
40
384
$6.26K ﹤0.01%
+69
385
$6.21K ﹤0.01%
34
+6
386
$6.16K ﹤0.01%
29
-33
387
$6.1K ﹤0.01%
48
388
$6.04K ﹤0.01%
39
389
$6.01K ﹤0.01%
+13
390
$6K ﹤0.01%
162
391
$5.98K ﹤0.01%
141
-1
392
$5.96K ﹤0.01%
180
393
$5.91K ﹤0.01%
+65
394
$5.87K ﹤0.01%
105
395
$5.68K ﹤0.01%
+158
396
$5.64K ﹤0.01%
+14
397
$5.62K ﹤0.01%
85
398
$5.6K ﹤0.01%
132
399
$5.39K ﹤0.01%
100
400
$5.26K ﹤0.01%
84
+30
14 15
16
17 18