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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.49M
3
+$1.4M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$880K

Top Sells

1
+$1.35M
2
+$780K
3
+$553K
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$386K
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.59%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$0 ﹤0.01%
+10
452
$0 ﹤0.01%
+1
453
$0 ﹤0.01%
+1
454
$0 ﹤0.01%
+2
455
$0 ﹤0.01%
+2
456
$0 ﹤0.01%
+10
457
$0 ﹤0.01%
+1
458
$0 ﹤0.01%
+1
459
$0 ﹤0.01%
+1
460
$0 ﹤0.01%
+5
461
$0 ﹤0.01%
+1
462
$0 ﹤0.01%
+1
463
$0 ﹤0.01%
+4
464
$0 ﹤0.01%
+3
465
$0 ﹤0.01%
+18
466
$0 ﹤0.01%
+1
467
$0 ﹤0.01%
+3
468
$0 ﹤0.01%
+40
469
– –
-5,140
470
$0 ﹤0.01%
+1
471
$0 ﹤0.01%
+1
472
$0 ﹤0.01%
+4
473
$0 ﹤0.01%
+1
474
$0 ﹤0.01%
+2
475
$0 ﹤0.01%
+2
15 16 17 18
19