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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.58K ﹤0.01%
10
-34
452
$1.53K ﹤0.01%
27
453
$1.53K ﹤0.01%
64
454
$1.5K ﹤0.01%
47
455
$1.44K ﹤0.01%
415
456
$1.38K ﹤0.01%
35
457
$1.2K ﹤0.01%
3
458
$1.14K ﹤0.01%
200
459
$1.14K ﹤0.01%
108
460
$1.03K ﹤0.01%
80
461
$1.02K ﹤0.01%
20
462
$925 ﹤0.01%
43
-22
463
$910 ﹤0.01%
85
464
$785 ﹤0.01%
50
465
$716 ﹤0.01%
25
466
$651 ﹤0.01%
50
467
$608 ﹤0.01%
20
468
$599 ﹤0.01%
27
469
$587 ﹤0.01%
60
470
$523 ﹤0.01%
46
471
$516 ﹤0.01%
5
472
$486 ﹤0.01%
48
473
$367 ﹤0.01%
38
474
$292 ﹤0.01%
7
475
$131 ﹤0.01%
40
17 18
19
20 21