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
$289M
AUM Growth
-$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.85M
3 +$1.33M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$867K
5
BN icon
Brookfield
BN
+$818K

Sector Composition

1 Technology 3.24%
2 Healthcare 2.19%
3 Financials 1.98%
4 Industrials 1.62%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K ﹤0.01%
120
402
$10K ﹤0.01%
125
403
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281
+64
404
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236
405
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100
406
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1,433
407
$10K ﹤0.01%
528
408
$10K ﹤0.01%
97
409
$10K ﹤0.01%
100
410
$9K ﹤0.01%
397
411
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134
412
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125
413
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380
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292
415
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132
416
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500
417
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55
418
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421
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43
422
$8K ﹤0.01%
229
423
$8K ﹤0.01%
405
424
$8K ﹤0.01%
65
425
$8K ﹤0.01%
2,517