MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.1K ﹤0.01%
146
377
$5.05K ﹤0.01%
250
378
$5.04K ﹤0.01%
8
379
$4.95K ﹤0.01%
28
380
$4.9K ﹤0.01%
419
381
$4.66K ﹤0.01%
15
382
$4.62K ﹤0.01%
91
383
$4.58K ﹤0.01%
48
384
$4.45K ﹤0.01%
421
385
$4.35K ﹤0.01%
100
386
$4.31K ﹤0.01%
100
387
$4.24K ﹤0.01%
66
388
$4.16K ﹤0.01%
25
389
$4.13K ﹤0.01%
100
390
$4.07K ﹤0.01%
67
391
$4.05K ﹤0.01%
670
392
$4.04K ﹤0.01%
96
393
$4.03K ﹤0.01%
9
+4
394
$3.92K ﹤0.01%
40
395
$3.86K ﹤0.01%
54
396
$3.84K ﹤0.01%
383
397
$3.75K ﹤0.01%
150
398
$3.74K ﹤0.01%
345
399
$3.7K ﹤0.01%
3
400
$3.68K ﹤0.01%
333
14 15
16
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