MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9.86M
3
+$7.75M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.43M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.7M

Top Sells

1
+$10.6M
2
+$7.53M
3
+$7.06M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.33M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.28M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$123 ﹤0.01%
10
477
$33 ﹤0.01%
18
478
$15 ﹤0.01%
1
479
$10 ﹤0.01%
32
480
$5 ﹤0.01%
1
481
– –
0
482
$2 ﹤0.01%
2
483
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484
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485
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486
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487
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488
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491
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492
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500
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0
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