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
$232M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.89M
3
+$5.92M
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$5.65M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$3.39M

Top Sells

1
+$8.12M
2
+$6.59M
3
+$5.18M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$4.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.43M

Sector Composition

1 Technology 3.85%
2 Healthcare 2.68%
3 Communication Services 2.67%
4 Industrials 2.47%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$0 ﹤0.01%
+2
452
$0 ﹤0.01%
+2
453
$0 ﹤0.01%
+1
454
$0 ﹤0.01%
+1
455
$0 ﹤0.01%
+1
456
$0 ﹤0.01%
+4
457
$0 ﹤0.01%
+1
458
$0 ﹤0.01%
+2
459
$0 ﹤0.01%
+2
460
$0 ﹤0.01%
+10
461
$0 ﹤0.01%
+10
462
$0 ﹤0.01%
+1
463
$0 ﹤0.01%
+1
464
$0 ﹤0.01%
+3
465
$0 ﹤0.01%
+1
466
$0 ﹤0.01%
+5
467
$0 ﹤0.01%
+5
468
$0 ﹤0.01%
+1
469
$0 ﹤0.01%
+1
470
$0 ﹤0.01%
+2
471
$0 ﹤0.01%
+4
472
$0 ﹤0.01%
+6
473
$0 ﹤0.01%
+3
474
$0 ﹤0.01%
+200
15 16 17 18
19