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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.19K ﹤0.01%
200
427
$2.09K ﹤0.01%
100
428
$1.83K ﹤0.01%
153
-49
429
$1.8K ﹤0.01%
415
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10
431
$1.45K ﹤0.01%
27
432
$1.19K ﹤0.01%
108
433
$1.19K ﹤0.01%
3
434
$1.12K ﹤0.01%
128
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435
$1.09K ﹤0.01%
20
436
$974 ﹤0.01%
85
437
$924 ﹤0.01%
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$895 ﹤0.01%
50
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+27
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$358 ﹤0.01%
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10
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$135 ﹤0.01%
40
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