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
$152M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.8M
3
+$2.1M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.98M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.17M

Top Sells

1
+$4.8M
2
+$2.97M
3
+$1.99M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.56M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$816K

Sector Composition

1 Consumer Discretionary 10.01%
2 Financials 4.58%
3 Industrials 3.63%
4 Healthcare 2.98%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$932K 0.61%
9,220
+6,570
27
$915K 0.6%
89,036
+2,009
28
$902K 0.59%
16,002
+1,450
29
$880K 0.58%
38,456
-129,856
30
$837K 0.55%
10,668
-61,160
31
$658K 0.43%
3,860
+81
32
$607K 0.4%
6,653
-450
33
$593K 0.39%
2,974
34
$538K 0.35%
7,213
-20
35
$513K 0.34%
54,172
+1
36
$506K 0.33%
9,746
37
$502K 0.33%
4,738
+82
38
$489K 0.32%
12,002
+800
39
$483K 0.32%
+5,840
40
$444K 0.29%
5,603
+1,589
41
$438K 0.29%
39,845
-500
42
$434K 0.29%
1,242
43
$422K 0.28%
2,880
+1
44
$421K 0.28%
12,510
-696
45
$400K 0.26%
24,140
+3,210
46
$395K 0.26%
1,500
47
$392K 0.26%
7,529
+550
48
$383K 0.25%
2,600
49
$381K 0.25%
8,778
+562
50
$371K 0.24%
16,895
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