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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$175 ﹤0.01%
40
452
$161 ﹤0.01%
40
453
$159 ﹤0.01%
10
454
$19 ﹤0.01%
1
455
$9 ﹤0.01%
5
456
$0 ﹤0.01%
32
457
– –
-2,000
458
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-550
459
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-50
460
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-64
461
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-3
462
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-300
463
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-650
464
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-150
465
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-225
466
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-84
467
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-97
468
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-23
469
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-40
470
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-18
471
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-386
472
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-1,494
473
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-1,335
474
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-324
475
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17 18
19
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