MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
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
+$1.55M
2
+$1.48M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.12M

Top Sells

1
+$1.71M
2
+$882K
3
+$512K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$469K
5
VZ icon
Verizon
VZ
+$313K

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
501
$8 ﹤0.01%
1
502
– –
0
503
$2 ﹤0.01%
32
504
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-18
505
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506
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-25
507
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-2,229
508
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-304
509
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-160
510
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511
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512
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-35
513
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-60
514
– –
-1,817
515
– –
-1,000
516
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-100
517
– –
-2
518
– –
-2,915
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