MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.86K ﹤0.01%
67
402
$3.8K ﹤0.01%
54
403
$3.73K ﹤0.01%
40
404
$3.73K ﹤0.01%
72
405
$3.69K ﹤0.01%
383
406
$3.61K ﹤0.01%
200
407
$3.59K ﹤0.01%
100
408
$3.56K ﹤0.01%
345
409
$3.54K ﹤0.01%
333
410
$3.52K ﹤0.01%
3
411
$3.48K ﹤0.01%
33
412
$3.38K ﹤0.01%
326
413
$3.3K ﹤0.01%
557
414
$3.29K ﹤0.01%
319
415
$3.16K ﹤0.01%
565
416
$3.15K ﹤0.01%
15
417
$3.11K ﹤0.01%
55
418
$3.07K ﹤0.01%
116
-100
419
$3.05K ﹤0.01%
364
420
$3.04K ﹤0.01%
320
421
$3.01K ﹤0.01%
150
422
$2.89K ﹤0.01%
43
423
$2.81K ﹤0.01%
844
424
$2.75K ﹤0.01%
200
425
$2.72K ﹤0.01%
5
15 16
17
18 19