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
$333M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.27M
3
+$1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$926K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$476K

Top Sells

1
+$2.64M
2
+$2.06M
3
+$1.03M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$907K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$881K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.4%
3 Industrials 0.91%
4 Communication Services 0.84%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.43K ﹤0.01%
192
402
$4.36K ﹤0.01%
210
403
$4.35K ﹤0.01%
28
404
$4.22K ﹤0.01%
28
405
$4.19K ﹤0.01%
43
406
$4.09K ﹤0.01%
180
407
$4.07K ﹤0.01%
670
408
$4.04K ﹤0.01%
16
409
$4.03K ﹤0.01%
100
410
$3.96K ﹤0.01%
383
411
$3.95K ﹤0.01%
324
-97
412
$3.94K ﹤0.01%
109
413
$3.91K ﹤0.01%
54
414
$3.85K ﹤0.01%
96
415
$3.74K ﹤0.01%
91
416
$3.74K ﹤0.01%
345
417
$3.66K ﹤0.01%
333
418
$3.64K ﹤0.01%
18
-39
419
$3.62K ﹤0.01%
25
420
$3.55K ﹤0.01%
54
421
$3.44K ﹤0.01%
319
422
$3.4K ﹤0.01%
+92
423
$3.37K ﹤0.01%
65
424
$3.26K ﹤0.01%
557
425
$3.23K ﹤0.01%
565
15 16
17
18 19