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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1
+$1.26M
2
+$953K
3
+$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.94K ﹤0.01%
+33
452
$2.91K ﹤0.01%
+341
453
$2.8K ﹤0.01%
150
454
$2.73K ﹤0.01%
52
455
$2.68K ﹤0.01%
7
-16
456
$2.66K ﹤0.01%
200
457
$2.61K ﹤0.01%
+5
458
$2.6K ﹤0.01%
33
-54
459
$2.57K ﹤0.01%
100
460
$2.41K ﹤0.01%
+40
461
$2.39K ﹤0.01%
+21
462
$2.38K ﹤0.01%
75
463
$2.36K ﹤0.01%
223
464
$2.36K ﹤0.01%
343
465
$2.32K ﹤0.01%
186
466
$2.28K ﹤0.01%
200
-341
467
$2.24K ﹤0.01%
+40
468
$2.22K ﹤0.01%
+1,160
469
$2.14K ﹤0.01%
+61
470
$2.12K ﹤0.01%
+2
471
$2.08K ﹤0.01%
+3
472
$2K ﹤0.01%
+38
473
$1.95K ﹤0.01%
200
474
$1.95K ﹤0.01%
+11
475
$1.94K ﹤0.01%
10
17 18
19
20 21