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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1
+$1.26M
2
+$953K
3
+$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.91K ﹤0.01%
+18
477
$1.86K ﹤0.01%
22
478
$1.81K ﹤0.01%
50
479
$1.78K ﹤0.01%
+11
480
$1.78K ﹤0.01%
+7
481
$1.71K ﹤0.01%
+12
482
$1.61K ﹤0.01%
+19
483
$1.6K ﹤0.01%
+42
484
$1.53K ﹤0.01%
+40
485
$1.41K ﹤0.01%
+18
486
$1.33K ﹤0.01%
+25
487
$1.3K ﹤0.01%
+5
488
$1.3K ﹤0.01%
+14
489
$1.24K ﹤0.01%
+8
490
$1.19K ﹤0.01%
+6
491
$1.19K ﹤0.01%
20
492
$1.15K ﹤0.01%
108
493
$1.07K ﹤0.01%
+14
494
$938 ﹤0.01%
85
495
$775 ﹤0.01%
+17
496
$727 ﹤0.01%
21
497
$684 ﹤0.01%
50
498
$605 ﹤0.01%
60
499
$604 ﹤0.01%
+7
500
$598 ﹤0.01%
+3
18 19
20
21 22