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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.63K ﹤0.01%
87
402
$4.56K ﹤0.01%
104
403
$4.56K ﹤0.01%
331
404
$4.47K ﹤0.01%
100
405
$4.4K ﹤0.01%
192
406
$4.38K ﹤0.01%
132
407
$4.36K ﹤0.01%
+117
408
$4.25K ﹤0.01%
419
409
$4.23K ﹤0.01%
180
410
$4.22K ﹤0.01%
27
411
$4.22K ﹤0.01%
36
412
$4.21K ﹤0.01%
100
413
$4.15K ﹤0.01%
+30
414
$4.1K ﹤0.01%
39
415
$4.09K ﹤0.01%
+8
416
$4.05K ﹤0.01%
180
417
$4.02K ﹤0.01%
236
418
$3.94K ﹤0.01%
+76
419
$3.87K ﹤0.01%
109
420
$3.87K ﹤0.01%
421
421
$3.79K ﹤0.01%
28
422
$3.75K ﹤0.01%
54
423
$3.7K ﹤0.01%
19
424
$3.68K ﹤0.01%
771
425
$3.67K ﹤0.01%
670
15 16
17
18 19