MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+5.09%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$351M
AUM Growth
+$18.6M
(+5.6%)
Cap. Flow
+$2.04M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
69.97%
Holding
471
New
4
Increased
25
Reduced
128
Closed
18
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$12.8M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$6.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.81M |
| 4 |
Fidelity High Dividend ETF
FDVV
|
$3.19M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$686K |
Top Sells
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Healthcare | 1.24% |
| 3 | Industrials | 0.91% |
| 4 | Financials | 0.81% |
| 5 | Communication Services | 0.75% |
