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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6.59K ﹤0.01%
+218
452
$6.53K ﹤0.01%
43
453
$6.53K ﹤0.01%
56
454
$6.3K ﹤0.01%
130
455
$6.23K ﹤0.01%
206
456
$6.22K ﹤0.01%
105
457
$6.16K ﹤0.01%
72
458
$6.06K ﹤0.01%
100
459
$5.93K ﹤0.01%
211
460
$5.88K ﹤0.01%
175
461
$5.84K ﹤0.01%
133
462
$5.83K ﹤0.01%
16
463
$5.82K ﹤0.01%
29
464
$5.76K ﹤0.01%
23
465
$5.76K ﹤0.01%
100
466
$5.72K ﹤0.01%
613
-61
467
$5.65K ﹤0.01%
92
468
$5.59K ﹤0.01%
54
469
$5.52K ﹤0.01%
17
470
$5.47K ﹤0.01%
121
-119
471
$5.43K ﹤0.01%
32
472
$5.39K ﹤0.01%
300
473
$5.35K ﹤0.01%
370
474
$5.31K ﹤0.01%
50
475
$5.29K ﹤0.01%
300
17 18
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