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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.16K ﹤0.01%
186
427
$2.05K ﹤0.01%
100
428
$1.96K ﹤0.01%
22
429
$1.96K ﹤0.01%
10
430
$1.84K ﹤0.01%
223
-84
431
$1.78K ﹤0.01%
+43
432
$1.77K ﹤0.01%
50
-30
433
$1.69K ﹤0.01%
+60
434
$1.24K ﹤0.01%
108
435
$1.16K ﹤0.01%
20
436
$1.05K ﹤0.01%
+40
437
$1.02K ﹤0.01%
85
438
$857 ﹤0.01%
+46
439
$703 ﹤0.01%
50
440
$647 ﹤0.01%
60
441
$624 ﹤0.01%
5
442
$606 ﹤0.01%
200
443
$603 ﹤0.01%
46
444
$545 ﹤0.01%
3
445
$536 ﹤0.01%
48
446
$534 ﹤0.01%
5
447
$483 ﹤0.01%
21
448
$392 ﹤0.01%
38
449
$381 ﹤0.01%
27
450
$304 ﹤0.01%
7
16 17
18
19 20