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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.94K ﹤0.01%
383
427
$3.9K ﹤0.01%
54
428
$3.83K ﹤0.01%
345
429
$3.81K ﹤0.01%
333
430
$3.75K ﹤0.01%
+128
431
$3.69K ﹤0.01%
96
432
$3.69K ﹤0.01%
+127
433
$3.68K ﹤0.01%
137
434
$3.54K ﹤0.01%
67
435
$3.53K ﹤0.01%
91
436
$3.53K ﹤0.01%
54
437
$3.52K ﹤0.01%
319
438
$3.5K ﹤0.01%
150
-40
439
$3.41K ﹤0.01%
557
440
$3.41K ﹤0.01%
43
441
$3.37K ﹤0.01%
55
442
$3.37K ﹤0.01%
+127
443
$3.36K ﹤0.01%
565
444
$3.29K ﹤0.01%
320
445
$3.23K ﹤0.01%
364
446
$2.9K ﹤0.01%
844
447
$2.76K ﹤0.01%
52
-361
448
$2.68K ﹤0.01%
200
449
$2.48K ﹤0.01%
65
450
$2.47K ﹤0.01%
+80
16 17
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