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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.64K ﹤0.01%
150
427
$3.62K ﹤0.01%
333
428
$3.6K ﹤0.01%
3
429
$3.51K ﹤0.01%
36
430
$3.43K ﹤0.01%
6
431
$3.41K ﹤0.01%
557
432
$3.37K ﹤0.01%
319
433
$3.35K ﹤0.01%
326
434
$3.35K ﹤0.01%
55
435
$3.28K ﹤0.01%
43
436
$3.26K ﹤0.01%
565
437
$3.19K ﹤0.01%
66
438
$3.19K ﹤0.01%
320
439
$3.11K ﹤0.01%
364
440
$2.95K ﹤0.01%
844
441
$2.91K ﹤0.01%
40
442
$2.64K ﹤0.01%
33
443
$2.63K ﹤0.01%
+15
444
$2.56K ﹤0.01%
+30
445
$2.49K ﹤0.01%
200
446
$2.48K ﹤0.01%
5
447
$2.46K ﹤0.01%
+69
448
$2.39K ﹤0.01%
223
449
$2.32K ﹤0.01%
14
-65
450
$2.28K ﹤0.01%
200
16 17
18
19 20