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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.41K ﹤0.01%
192
-280
402
$4.32K ﹤0.01%
39
-34
403
$4.32K ﹤0.01%
421
404
$4.23K ﹤0.01%
180
405
$4.17K ﹤0.01%
28
406
$4.16K ﹤0.01%
43
-880
407
$4.07K ﹤0.01%
180
408
$4K ﹤0.01%
771
409
$3.96K ﹤0.01%
54
410
$3.91K ﹤0.01%
109
411
$3.9K ﹤0.01%
16
412
$3.9K ﹤0.01%
19
413
$3.89K ﹤0.01%
670
414
$3.85K ﹤0.01%
345
-268
415
$3.83K ﹤0.01%
1,000
416
$3.81K ﹤0.01%
36
-84
417
$3.8K ﹤0.01%
43
418
$3.78K ﹤0.01%
383
419
$3.65K ﹤0.01%
91
-42
420
$3.59K ﹤0.01%
96
-364
421
$3.56K ﹤0.01%
345
422
$3.47K ﹤0.01%
333
423
$3.38K ﹤0.01%
147
424
$3.33K ﹤0.01%
54
425
$3.32K ﹤0.01%
18
15 16
17
18 19