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
$289M
AUM Growth
-$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.85M
3 +$1.33M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$867K
5
BN icon
Brookfield
BN
+$818K

Sector Composition

1 Technology 3.24%
2 Healthcare 2.19%
3 Financials 1.98%
4 Industrials 1.62%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K ﹤0.01%
234
427
$8K ﹤0.01%
147
428
$8K ﹤0.01%
256
429
$8K ﹤0.01%
70
430
$8K ﹤0.01%
368
-684
431
$8K ﹤0.01%
177
432
$8K ﹤0.01%
360
433
$8K ﹤0.01%
240
434
$8K ﹤0.01%
40
435
$8K ﹤0.01%
+163
436
$8K ﹤0.01%
789
437
$8K ﹤0.01%
200
438
$8K ﹤0.01%
31
439
$8K ﹤0.01%
75
440
$8K ﹤0.01%
38
441
$7K ﹤0.01%
500
442
$7K ﹤0.01%
691
443
$7K ﹤0.01%
200
444
$7K ﹤0.01%
105
445
$7K ﹤0.01%
162
446
$7K ﹤0.01%
160
447
$7K ﹤0.01%
283
448
$7K ﹤0.01%
200
449
$7K ﹤0.01%
92
450
$6K ﹤0.01%
98