MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
-3.26%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$320M
AUM Growth
-$6.38M
(-2%)
Cap. Flow
+$4.29M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
63.92%
Holding
518
New
36
Increased
95
Reduced
63
Closed
15
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.51M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.41M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$1.36M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$1.25M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.07M |
Top Sells
Sector Composition
| 1 | Technology | 3% |
| 2 | Healthcare | 1.63% |
| 3 | Industrials | 0.98% |
| 4 | Communication Services | 0.89% |
| 5 | Financials | 0.75% |
