MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.63K ﹤0.01%
33
402
$3.48K ﹤0.01%
557
403
$3.4K ﹤0.01%
35
-35
404
$3.39K ﹤0.01%
319
405
$3.35K ﹤0.01%
565
406
$3.28K ﹤0.01%
200
407
$3.24K ﹤0.01%
320
408
$3.19K ﹤0.01%
364
409
$3.17K ﹤0.01%
43
410
$2.94K ﹤0.01%
200
411
$2.93K ﹤0.01%
844
412
$2.9K ﹤0.01%
3
413
$2.59K ﹤0.01%
40
414
$2.56K ﹤0.01%
38
415
$2.51K ﹤0.01%
30
416
$2.47K ﹤0.01%
75
417
$2.46K ﹤0.01%
100
418
$2.42K ﹤0.01%
12
419
$2.27K ﹤0.01%
10
420
$2.2K ﹤0.01%
+252
421
$2.15K ﹤0.01%
217
+31
422
$1.96K ﹤0.01%
+50
423
$1.94K ﹤0.01%
+4
424
$1.92K ﹤0.01%
200
425
$1.72K ﹤0.01%
40
15 16
17
18 19