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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.14K ﹤0.01%
383
402
$4.14K ﹤0.01%
333
403
$4.13K ﹤0.01%
91
404
$4.07K ﹤0.01%
345
405
$3.98K ﹤0.01%
54
406
$3.85K ﹤0.01%
+3
407
$3.77K ﹤0.01%
182
-54
408
$3.63K ﹤0.01%
319
409
$3.63K ﹤0.01%
557
410
$3.58K ﹤0.01%
55
411
$3.56K ﹤0.01%
54
412
$3.52K ﹤0.01%
565
413
$3.39K ﹤0.01%
364
414
$3.38K ﹤0.01%
320
415
$3.33K ﹤0.01%
103
+80
416
$3.21K ﹤0.01%
200
417
$3.09K ﹤0.01%
844
418
$3K ﹤0.01%
150
419
$2.99K ﹤0.01%
52
420
$2.96K ﹤0.01%
415
421
$2.67K ﹤0.01%
65
422
$2.63K ﹤0.01%
75
423
$2.57K ﹤0.01%
343
424
$2.48K ﹤0.01%
+13
425
$2.24K ﹤0.01%
200
15 16
17
18 19