MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.63K ﹤0.01%
26
-10
427
$2.51K ﹤0.01%
75
428
$2.42K ﹤0.01%
211
-12
429
$2.4K ﹤0.01%
3
430
$2.38K ﹤0.01%
38
431
$2.36K ﹤0.01%
+100
432
$2.18K ﹤0.01%
12
433
$2.17K ﹤0.01%
200
434
$2.14K ﹤0.01%
343
435
$2.12K ﹤0.01%
10
436
$2.11K ﹤0.01%
30
437
$2.06K ﹤0.01%
10
438
$2.03K ﹤0.01%
100
439
$1.95K ﹤0.01%
40
440
$1.82K ﹤0.01%
42
441
$1.77K ﹤0.01%
40
442
$1.68K ﹤0.01%
19
443
$1.67K ﹤0.01%
186
444
$1.66K ﹤0.01%
7
445
$1.53K ﹤0.01%
25
446
$1.46K ﹤0.01%
14
447
$1.34K ﹤0.01%
18
448
$1.33K ﹤0.01%
20
449
$1.01K ﹤0.01%
7
450
$896 ﹤0.01%
30
16 17
18
19 20