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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-40
502
– –
-147
503
– –
-217
504
– –
-272
505
– –
-100
506
– –
-600
507
– –
-27
508
– –
0
509
– –
-104
17 18 19 20
21