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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.72K ﹤0.01%
320
452
$2.7K ﹤0.01%
364
453
$2.64K ﹤0.01%
844
454
$2.4K ﹤0.01%
+20
455
$2.38K ﹤0.01%
+19
456
$2.37K ﹤0.01%
250
457
$2.35K ﹤0.01%
343
458
$2.34K ﹤0.01%
25
459
$2.29K ﹤0.01%
5
460
$2.21K ﹤0.01%
75
461
$2.14K ﹤0.01%
+16
462
$2.1K ﹤0.01%
18
463
$2.1K ﹤0.01%
15
464
$2.09K ﹤0.01%
+25
465
$2.08K ﹤0.01%
64
466
$1.98K ﹤0.01%
30
467
$1.86K ﹤0.01%
41
468
$1.83K ﹤0.01%
68
+8
469
$1.82K ﹤0.01%
40
470
$1.66K ﹤0.01%
+678
471
$1.65K ﹤0.01%
100
-900
472
$1.54K ﹤0.01%
15
473
$1.5K ﹤0.01%
10
474
$1.34K ﹤0.01%
27
475
$1.29K ﹤0.01%
47
17 18
19
20 21