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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1
+$4.52M
2
+$2.01M
3
+$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.53K ﹤0.01%
177
427
$8.39K ﹤0.01%
200
428
$8.37K ﹤0.01%
120
429
$8.34K ﹤0.01%
5,558
430
$8.27K ﹤0.01%
50
-245
431
$8.27K ﹤0.01%
283
432
$8.12K ﹤0.01%
147
433
$8.11K ﹤0.01%
+60
434
$7.97K ﹤0.01%
40
435
$7.96K ﹤0.01%
355
-50
436
$7.93K ﹤0.01%
837
-85
437
$7.89K ﹤0.01%
500
438
$7.82K ﹤0.01%
+324
439
$7.67K ﹤0.01%
125
440
$7.64K ﹤0.01%
164
+1
441
$7.59K ﹤0.01%
33
442
$7.5K ﹤0.01%
674
-80
443
$7.49K ﹤0.01%
522
444
$7.48K ﹤0.01%
691
445
$7.37K ﹤0.01%
+23
446
$7.29K ﹤0.01%
160
447
$6.95K ﹤0.01%
84
448
$6.83K ﹤0.01%
+150
449
$6.81K ﹤0.01%
40
450
$6.78K ﹤0.01%
206
16 17
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