MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.65K ﹤0.01%
7
427
$1.65K ﹤0.01%
42
428
$1.6K ﹤0.01%
8
+5
429
$1.57K ﹤0.01%
2
-10
430
$1.49K ﹤0.01%
+5
431
$1.47K ﹤0.01%
+6
432
$1.46K ﹤0.01%
14
433
$1.45K ﹤0.01%
+50
434
$1.31K ﹤0.01%
+12
435
$1.3K ﹤0.01%
18
436
$1.26K ﹤0.01%
150
437
$1.25K ﹤0.01%
7
438
$1.2K ﹤0.01%
20
439
$976 ﹤0.01%
+10
440
$917 ﹤0.01%
30
441
$916 ﹤0.01%
14
442
$821 ﹤0.01%
+3
443
$800 ﹤0.01%
+6
444
$726 ﹤0.01%
30
445
$718 ﹤0.01%
+3
446
$700 ﹤0.01%
50
447
$631 ﹤0.01%
21
448
$625 ﹤0.01%
+2
449
$305 ﹤0.01%
70
450
$288 ﹤0.01%
7
16 17
18
19 20