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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.24K ﹤0.01%
343
452
$2.23K ﹤0.01%
75
453
$2.22K ﹤0.01%
38
454
$1.99K ﹤0.01%
3
455
$1.98K ﹤0.01%
7
456
$1.91K ﹤0.01%
10
457
$1.9K ﹤0.01%
100
458
$1.83K ﹤0.01%
12
459
$1.8K ﹤0.01%
19
460
$1.72K ﹤0.01%
18
461
$1.62K ﹤0.01%
186
462
$1.61K ﹤0.01%
11
463
$1.59K ﹤0.01%
2
464
$1.59K ﹤0.01%
42
465
$1.56K ﹤0.01%
+40
466
$1.45K ﹤0.01%
25
467
$1.45K ﹤0.01%
18
468
$1.42K ﹤0.01%
200
469
$1.36K ﹤0.01%
+40
470
$1.31K ﹤0.01%
5
471
$1.26K ﹤0.01%
14
472
$1.16K ﹤0.01%
108
473
$1.14K ﹤0.01%
20
474
$1.13K ﹤0.01%
150
475
$934 ﹤0.01%
85
17 18
19
20 21