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MWM
Mascoma Wealth Management Portfolio holdings
AUM
$484M
1-Year Est. Return
11.69%
This Fund
S&P 500
This Quarter
Est. Return
-1.48%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$484M
AUM Growth
+$17.5M
(+3.8%)
Cap. Flow
+$26.3M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
64.82%
Holding
544
New
49
Increased
106
Reduced
122
Closed
30
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$21.6M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$5.81M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.96M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$3.44M |
| 5 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$2.92M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$6.75M |
| 2 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$5.99M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$4.72M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.26M |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$863K |
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Industrials | 0.95% |
| 3 | Financials | 0.89% |
| 4 | Healthcare | 0.77% |
| 5 | Communication Services | 0.64% |
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