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
$289M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$2.01M
3
+$1.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.44M

Top Sells

1
+$6.82M
2
+$755K
3
+$682K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$465K
5
NOC icon
Northrop Grumman
NOC
+$447K

Sector Composition

1 Technology 3.85%
2 Healthcare 2.13%
3 Industrials 1.84%
4 Communication Services 1.58%
5 Financials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
+130
452
$5K ﹤0.01%
150
453
$5K ﹤0.01%
+108
454
$5K ﹤0.01%
50
455
$5K ﹤0.01%
80
456
$5K ﹤0.01%
+182
457
$5K ﹤0.01%
+500
458
$5K ﹤0.01%
+137
459
$5K ﹤0.01%
120
460
$5K ﹤0.01%
300
461
$5K ﹤0.01%
+123
462
$5K ﹤0.01%
+206
463
$5K ﹤0.01%
+118
464
$5K ﹤0.01%
50
465
$4K ﹤0.01%
+300
466
$4K ﹤0.01%
+250
467
$4K ﹤0.01%
100
468
$4K ﹤0.01%
+100
469
$4K ﹤0.01%
+190
470
$4K ﹤0.01%
15
471
$4K ﹤0.01%
70
+10
472
$4K ﹤0.01%
40
473
$4K ﹤0.01%
150
474
$4K ﹤0.01%
+10
475
$4K ﹤0.01%
1,000
-500
17 18
19
20 21