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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.38K ﹤0.01%
328
427
$8.31K ﹤0.01%
40
428
$8.18K ﹤0.01%
355
429
$8.16K ﹤0.01%
691
430
$8.1K ﹤0.01%
60
431
$7.9K ﹤0.01%
324
432
$7.83K ﹤0.01%
+250
433
$7.72K ﹤0.01%
160
434
$7.47K ﹤0.01%
68
435
$7.45K ﹤0.01%
500
436
$7.24K ﹤0.01%
147
437
$7.23K ﹤0.01%
100
-100
438
$7.22K ﹤0.01%
73
439
$7.14K ﹤0.01%
125
440
$7.13K ﹤0.01%
522
441
$7.05K ﹤0.01%
40
442
$7.02K ﹤0.01%
550
443
$7K ﹤0.01%
150
444
$6.94K ﹤0.01%
+1,000
445
$6.94K ﹤0.01%
285
446
$6.87K ﹤0.01%
67
447
$6.82K ﹤0.01%
125
448
$6.68K ﹤0.01%
84
449
$6.63K ﹤0.01%
44
-75
450
$6.6K ﹤0.01%
67
16 17
18
19 20