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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.25K ﹤0.01%
128
477
$5.21K ﹤0.01%
87
478
$5.16K ﹤0.01%
112
479
$5.1K ﹤0.01%
300
480
$5.07K ﹤0.01%
124
481
$5.05K ﹤0.01%
37
482
$4.99K ﹤0.01%
100
483
$4.97K ﹤0.01%
+215
484
$4.94K ﹤0.01%
415
-112
485
$4.92K ﹤0.01%
150
486
$4.92K ﹤0.01%
80
487
$4.81K ﹤0.01%
419
488
$4.65K ﹤0.01%
104
489
$4.51K ﹤0.01%
50
490
$4.44K ﹤0.01%
331
491
$4.44K ﹤0.01%
421
492
$4.27K ﹤0.01%
14
493
$4.24K ﹤0.01%
180
494
$4.14K ﹤0.01%
54
495
$4.14K ﹤0.01%
35
496
$4.06K ﹤0.01%
18
497
$4.05K ﹤0.01%
670
498
$4.03K ﹤0.01%
180
499
$4K ﹤0.01%
27
500
$3.97K ﹤0.01%
40
18 19
20
21 22