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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.46K ﹤0.01%
105
377
$6.46K ﹤0.01%
500
378
$6.38K ﹤0.01%
170
-204
379
$6.18K ﹤0.01%
84
380
$6.13K ﹤0.01%
158
381
$6.05K ﹤0.01%
48
-261
382
$5.89K ﹤0.01%
40
383
$5.85K ﹤0.01%
132
384
$5.85K ﹤0.01%
29
385
$5.79K ﹤0.01%
39
386
$5.74K ﹤0.01%
300
387
$5.69K ﹤0.01%
13
388
$5.63K ﹤0.01%
51
-230
389
$5.61K ﹤0.01%
150
390
$5.61K ﹤0.01%
100
391
$5.48K ﹤0.01%
180
392
$5.41K ﹤0.01%
65
393
$5.39K ﹤0.01%
+55
394
$5.34K ﹤0.01%
209
395
$5.31K ﹤0.01%
75
396
$5.11K ﹤0.01%
108
397
$5.09K ﹤0.01%
162
398
$5.08K ﹤0.01%
250
399
$5.03K ﹤0.01%
48
400
$4.94K ﹤0.01%
14
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17 18