MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
This Quarter Return
+8.93%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+1%)
Cap. Flow
-$6.97M
Cap. Flow
% of AUM
-4.65%
Top 10 Holdings %
Top 10 Hldgs %
54.16%
Holding
441
New
20
Increased
60
Reduced
58
Closed
29
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
American Electric Power
AEP
$58.8B
| $0 | ﹤0.01% |
2
| – | – |
|