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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.46K ﹤0.01%
343
452
$2.43K ﹤0.01%
15
453
$2.42K ﹤0.01%
64
454
$2.34K ﹤0.01%
+64
455
$2.29K ﹤0.01%
+61
456
$2.28K ﹤0.01%
307
+179
457
$2.25K ﹤0.01%
+56
458
$2.25K ﹤0.01%
+58
459
$2.21K ﹤0.01%
41
460
$2.21K ﹤0.01%
+59
461
$2.11K ﹤0.01%
415
462
$2.06K ﹤0.01%
75
463
$1.98K ﹤0.01%
186
+33
464
$1.88K ﹤0.01%
100
465
$1.85K ﹤0.01%
27
466
$1.83K ﹤0.01%
10
467
$1.8K ﹤0.01%
18
468
$1.62K ﹤0.01%
+22
469
$1.2K ﹤0.01%
108
470
$988 ﹤0.01%
3
471
$978 ﹤0.01%
20
472
$950 ﹤0.01%
85
473
$790 ﹤0.01%
5
474
$706 ﹤0.01%
23
475
$704 ﹤0.01%
200
17 18
19
20 21