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
$150M
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.33%
2 Consumer Discretionary 7.78%
3 Technology 4.19%
4 Healthcare 3.99%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
2