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
$333M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.27M
3
+$1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$926K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$476K

Top Sells

1
+$2.64M
2
+$2.06M
3
+$1.03M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$907K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$881K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.4%
3 Industrials 0.91%
4 Communication Services 0.84%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.17K ﹤0.01%
320
427
$3.16K ﹤0.01%
+49
428
$3.15K ﹤0.01%
55
429
$3.12K ﹤0.01%
147
430
$3.11K ﹤0.01%
64
431
$3.08K ﹤0.01%
364
432
$2.91K ﹤0.01%
5
433
$2.79K ﹤0.01%
844
434
$2.74K ﹤0.01%
241
-32
435
$2.57K ﹤0.01%
41
436
$2.53K ﹤0.01%
343
437
$2.36K ﹤0.01%
75
438
$2.21K ﹤0.01%
15
439
$2.19K ﹤0.01%
202
-103
440
$2.14K ﹤0.01%
18
441
$2K ﹤0.01%
100
442
$1.98K ﹤0.01%
68
443
$1.83K ﹤0.01%
415
444
$1.66K ﹤0.01%
10
445
$1.44K ﹤0.01%
27
446
$1.23K ﹤0.01%
200
447
$1.2K ﹤0.01%
108
448
$1.1K ﹤0.01%
80
449
$1.06K ﹤0.01%
3
450
$1.04K ﹤0.01%
20
16 17
18
19 20