MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+4.93%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$234M
AUM Growth
+$1.66M
(+0.71%)
Cap. Flow
-$8.53M
Cap. Flow
% of AUM
-3.65%
Top 10 Holdings %
Top 10 Hldgs %
55.82%
Holding
474
New
1
Increased
61
Reduced
24
Closed
371
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.13M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.63M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.47M |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
$1.46M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 3.43% |
| 2 | Communication Services | 2.46% |
| 3 | Healthcare | 1.73% |
| 4 | Industrials | 1.44% |
| 5 | Consumer Discretionary | 0.84% |
