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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10.5K ﹤0.01%
201
402
$10.3K ﹤0.01%
225
403
$10.2K ﹤0.01%
83
404
$10K ﹤0.01%
380
405
$9.99K ﹤0.01%
500
406
$9.96K ﹤0.01%
43
407
$9.95K ﹤0.01%
70
408
$9.8K ﹤0.01%
1,433
409
$9.8K ﹤0.01%
295
410
$9.61K ﹤0.01%
104
+102
411
$9.5K ﹤0.01%
200
412
$9.24K ﹤0.01%
177
413
$9.23K ﹤0.01%
5,558
414
$9.08K ﹤0.01%
386
415
$9.01K ﹤0.01%
50
416
$9K ﹤0.01%
72
417
$8.99K ﹤0.01%
229
418
$8.9K ﹤0.01%
48
-50
419
$8.89K ﹤0.01%
256
420
$8.88K ﹤0.01%
2,517
421
$8.81K ﹤0.01%
165
+1
422
$8.77K ﹤0.01%
789
423
$8.74K ﹤0.01%
97
424
$8.74K ﹤0.01%
23
425
$8.72K ﹤0.01%
38
15 16
17
18 19