MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.39K ﹤0.01%
55
377
$5.26K ﹤0.01%
17
378
$5.14K ﹤0.01%
108
379
$5.11K ﹤0.01%
75
380
$4.9K ﹤0.01%
209
381
$4.87K ﹤0.01%
146
382
$4.84K ﹤0.01%
48
383
$4.8K ﹤0.01%
40
384
$4.77K ﹤0.01%
150
385
$4.73K ﹤0.01%
419
386
$4.71K ﹤0.01%
250
387
$4.64K ﹤0.01%
66
388
$4.57K ﹤0.01%
16
389
$4.42K ﹤0.01%
28
390
$4.41K ﹤0.01%
100
391
$4.39K ﹤0.01%
8
392
$4.36K ﹤0.01%
100
393
$4.34K ﹤0.01%
91
394
$4.29K ﹤0.01%
55
-37
395
$4.23K ﹤0.01%
421
396
$4.18K ﹤0.01%
182
397
$4.01K ﹤0.01%
670
398
$4K ﹤0.01%
8
399
$3.98K ﹤0.01%
25
-75
400
$3.98K ﹤0.01%
96
14 15
16
17 18