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
501
$3.93K ﹤0.01%
383
502
$3.92K ﹤0.01%
771
503
$3.87K ﹤0.01%
43
504
$3.78K ﹤0.01%
90
+5
505
$3.74K ﹤0.01%
28
506
$3.72K ﹤0.01%
70
507
$3.72K ﹤0.01%
345
508
$3.71K ﹤0.01%
100
509
$3.69K ﹤0.01%
45
510
$3.62K ﹤0.01%
19
511
$3.61K ﹤0.01%
109
512
$3.59K ﹤0.01%
16
513
$3.56K ﹤0.01%
333
514
$3.53K ﹤0.01%
190
515
$3.52K ﹤0.01%
557
516
$3.5K ﹤0.01%
429
517
$3.41K ﹤0.01%
147
518
$3.4K ﹤0.01%
+1,000
519
$3.38K ﹤0.01%
319
520
$3.35K ﹤0.01%
54
521
$3.31K ﹤0.01%
565
522
$3.26K ﹤0.01%
190
523
$3.14K ﹤0.01%
320
524
$3.14K ﹤0.01%
18
525
$3.13K ﹤0.01%
364
19 20
21
22 23