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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$4.9M
3 +$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1 +$4.52M
2 +$2.01M
3 +$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.5K ﹤0.01%
500
402
$10.5K ﹤0.01%
125
403
$10.5K ﹤0.01%
43
404
$10.4K ﹤0.01%
397
405
$10.3K ﹤0.01%
+69
406
$10.2K ﹤0.01%
281
407
$10.2K ﹤0.01%
73
+8
408
$10.1K ﹤0.01%
+155
409
$10K ﹤0.01%
1,433
410
$9.95K ﹤0.01%
225
411
$9.6K ﹤0.01%
240
412
$9.57K ﹤0.01%
70
413
$9.53K ﹤0.01%
83
414
$9.52K ﹤0.01%
75
415
$9.42K ﹤0.01%
295
-755
416
$9.38K ﹤0.01%
55
417
$9.17K ﹤0.01%
380
418
$9.14K ﹤0.01%
200
419
$9.1K ﹤0.01%
789
420
$9.01K ﹤0.01%
+72
421
$8.81K ﹤0.01%
+386
422
$8.81K ﹤0.01%
38
423
$8.78K ﹤0.01%
2,517
424
$8.72K ﹤0.01%
256
425
$8.72K ﹤0.01%
229