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
$293M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.01M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.4M

Top Sells

1
+$3.22M
2
+$1.96M
3
+$1.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.05M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$811K

Sector Composition

1 Technology 3.3%
2 Healthcare 2.27%
3 Financials 1.82%
4 Industrials 1.7%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
145
402
$12K ﹤0.01%
90
403
$11K ﹤0.01%
67
404
$11K ﹤0.01%
275
405
$11K ﹤0.01%
134
406
$11K ﹤0.01%
472
407
$11K ﹤0.01%
120
408
$11K ﹤0.01%
125
409
$11K ﹤0.01%
217
+164
410
$11K ﹤0.01%
236
411
$11K ﹤0.01%
+1,433
412
$11K ﹤0.01%
1,000
413
$11K ﹤0.01%
+791
414
$11K ﹤0.01%
100
415
$10K ﹤0.01%
125
416
$10K ﹤0.01%
925
+100
417
$10K ﹤0.01%
225
418
$10K ﹤0.01%
132
419
$10K ﹤0.01%
120
420
$10K ﹤0.01%
50
421
$10K ﹤0.01%
217
422
$10K ﹤0.01%
97
423
$10K ﹤0.01%
522
424
$10K ﹤0.01%
92
425
$9K ﹤0.01%
81
15 16
17
18 19