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
$293M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.01M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.4M

Top Sells

1
+$3.22M
2
+$1.96M
3
+$1.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.05M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$811K

Sector Composition

1 Technology 3.3%
2 Healthcare 2.27%
3 Financials 1.82%
4 Industrials 1.7%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
200
-200
452
$8K ﹤0.01%
100
-13
453
$8K ﹤0.01%
283
454
$8K ﹤0.01%
75
455
$8K ﹤0.01%
776
-55
456
$8K ﹤0.01%
38
457
$8K ﹤0.01%
43
458
$7K ﹤0.01%
500
459
$7K ﹤0.01%
35
460
$7K ﹤0.01%
147
461
$7K ﹤0.01%
56
-112
462
$7K ﹤0.01%
276
463
$7K ﹤0.01%
185
-1,550
464
$7K ﹤0.01%
81
-176
465
$7K ﹤0.01%
162
466
$7K ﹤0.01%
160
467
$7K ﹤0.01%
40
468
$7K ﹤0.01%
118
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469
$7K ﹤0.01%
55
470
$7K ﹤0.01%
46
+6
471
$7K ﹤0.01%
30
472
$7K ﹤0.01%
36
+7
473
$7K ﹤0.01%
131
474
$6K ﹤0.01%
112
475
$6K ﹤0.01%
300
17 18
19
20 21