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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.79K ﹤0.01%
96
402
$3.79K ﹤0.01%
345
403
$3.78K ﹤0.01%
54
404
$3.69K ﹤0.01%
333
405
$3.63K ﹤0.01%
67
-61
406
$3.63K ﹤0.01%
137
-1,192
407
$3.62K ﹤0.01%
54
408
$3.6K ﹤0.01%
91
409
$3.49K ﹤0.01%
5
410
$3.48K ﹤0.01%
319
411
$3.46K ﹤0.01%
147
412
$3.4K ﹤0.01%
55
413
$3.4K ﹤0.01%
557
414
$3.31K ﹤0.01%
565
415
$3.15K ﹤0.01%
320
416
$3.09K ﹤0.01%
364
417
$3.05K ﹤0.01%
230
-94
418
$2.81K ﹤0.01%
844
419
$2.79K ﹤0.01%
41
420
$2.71K ﹤0.01%
15
421
$2.61K ﹤0.01%
64
422
$2.6K ﹤0.01%
343
423
$2.51K ﹤0.01%
65
424
$2.38K ﹤0.01%
18
425
$2.34K ﹤0.01%
75
15 16
17
18 19