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
$314M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.84%
2 Healthcare 2.16%
3 Financials 2.11%
4 Industrials 1.94%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$9K ﹤0.01%
65
452
$9K ﹤0.01%
+234
453
$9K ﹤0.01%
200
454
$9K ﹤0.01%
105
455
$9K ﹤0.01%
160
456
$9K ﹤0.01%
+236
457
$9K ﹤0.01%
130
458
$9K ﹤0.01%
38
459
$9K ﹤0.01%
30
460
$9K ﹤0.01%
831
-66
461
$8K ﹤0.01%
112
462
$8K ﹤0.01%
98
463
$8K ﹤0.01%
147
464
$8K ﹤0.01%
+276
465
$8K ﹤0.01%
+429
466
$8K ﹤0.01%
+160
467
$8K ﹤0.01%
162
468
$8K ﹤0.01%
40
+32
469
$8K ﹤0.01%
+789
470
$8K ﹤0.01%
283
471
$8K ﹤0.01%
55
472
$8K ﹤0.01%
40
473
$8K ﹤0.01%
84
474
$8K ﹤0.01%
75
475
$8K ﹤0.01%
+540