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
$152M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.35M
3
+$2.89M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.09M

Top Sells

1
+$6.99M
2
+$3.02M
3
+$2.9M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$999K
5
INTF icon
iShares International Equity Factor ETF
INTF
+$574K

Sector Composition

1 Industrials 4.81%
2 Technology 3.65%
3 Healthcare 3.5%
4 Communication Services 3%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-29,083
402
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$0 ﹤0.01%
1
-57,975
404
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405
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406
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5
407
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408
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409
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-656
410
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-450
411
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-47,694
412
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413
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414
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-196
415
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-2
416
$0 ﹤0.01%
12
417
$0 ﹤0.01%
2
418
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-283
13 14 15 16
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