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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+52
402
$3K ﹤0.01%
+9
403
$3K ﹤0.01%
+75
404
$3K ﹤0.01%
+34
405
$3K ﹤0.01%
+58
406
$3K ﹤0.01%
+91
407
$3K ﹤0.01%
+100
408
$3K ﹤0.01%
+52
409
$3K ﹤0.01%
+52
410
$3K ﹤0.01%
+247
411
$3K ﹤0.01%
+55
412
$3K ﹤0.01%
+60
413
$3K ﹤0.01%
+32
414
$3K ﹤0.01%
+102
415
$3K ﹤0.01%
+415
416
$3K ﹤0.01%
+108
417
$3K ﹤0.01%
+19
418
$3K ﹤0.01%
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419
$2K ﹤0.01%
+101
420
$2K ﹤0.01%
+21
421
$2K ﹤0.01%
+35
422
$2K ﹤0.01%
+30
423
$2K ﹤0.01%
+80
424
$2K ﹤0.01%
+30
425
$2K ﹤0.01%
+12
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