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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.59K ﹤0.01%
16
427
$3.57K ﹤0.01%
43
428
$3.51K ﹤0.01%
43
429
$3.48K ﹤0.01%
54
430
$3.46K ﹤0.01%
91
431
$3.44K ﹤0.01%
383
432
$3.37K ﹤0.01%
+28
433
$3.37K ﹤0.01%
+28
434
$3.27K ﹤0.01%
96
435
$3.22K ﹤0.01%
345
436
$3.2K ﹤0.01%
+43
437
$3.19K ﹤0.01%
333
438
$3.17K ﹤0.01%
+76
439
$3.17K ﹤0.01%
210
440
$3.13K ﹤0.01%
65
441
$3.01K ﹤0.01%
305
-40
442
$2.97K ﹤0.01%
55
443
$2.97K ﹤0.01%
557
444
$2.96K ﹤0.01%
273
-310
445
$2.96K ﹤0.01%
319
446
$2.89K ﹤0.01%
+20
447
$2.88K ﹤0.01%
147
448
$2.86K ﹤0.01%
+27
449
$2.81K ﹤0.01%
565
450
$2.78K ﹤0.01%
25
16 17
18
19 20