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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1
+$4.52M
2
+$2.01M
3
+$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.71K ﹤0.01%
+32
477
$5.64K ﹤0.01%
300
478
$5.57K ﹤0.01%
+87
479
$5.56K ﹤0.01%
29
480
$5.54K ﹤0.01%
31
481
$5.43K ﹤0.01%
528
482
$5.33K ﹤0.01%
133
-345
483
$5.28K ﹤0.01%
54
484
$5.27K ﹤0.01%
50
485
$5.27K ﹤0.01%
128
486
$5.16K ﹤0.01%
170
487
$5.06K ﹤0.01%
100
488
$5.05K ﹤0.01%
124
489
$5.04K ﹤0.01%
80
490
$5.04K ﹤0.01%
23
491
$5.02K ﹤0.01%
175
492
$4.95K ﹤0.01%
17
493
$4.94K ﹤0.01%
419
494
$4.9K ﹤0.01%
100
+10
495
$4.8K ﹤0.01%
37
-391
496
$4.68K ﹤0.01%
150
497
$4.61K ﹤0.01%
550
498
$4.59K ﹤0.01%
112
499
$4.56K ﹤0.01%
104
500
$4.53K ﹤0.01%
50
18 19
20
21 22