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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.25K ﹤0.01%
415
477
$1.13K ﹤0.01%
3
478
$1.12K ﹤0.01%
80
479
$1.03K ﹤0.01%
108
480
$1.02K ﹤0.01%
+6
481
$1.01K ﹤0.01%
200
482
$975 ﹤0.01%
20
483
$968 ﹤0.01%
43
484
$947 ﹤0.01%
+88
485
$812 ﹤0.01%
85
486
$785 ﹤0.01%
50
487
$634 ﹤0.01%
+10
488
$608 ﹤0.01%
50
489
$606 ﹤0.01%
5
490
$579 ﹤0.01%
20
491
$532 ﹤0.01%
60
492
$471 ﹤0.01%
46
493
$438 ﹤0.01%
48
494
$406 ﹤0.01%
27
495
$319 ﹤0.01%
38
496
$247 ﹤0.01%
7
497
$139 ﹤0.01%
40
498
$94 ﹤0.01%
10
499
$36 ﹤0.01%
18
500
$12 ﹤0.01%
5
17 18 19
20
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