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
$293M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.01M
3
+$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.4M

Top Sells

1
+$3.22M
2
+$1.96M
3
+$1.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.05M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$811K

Sector Composition

1 Technology 3.3%
2 Healthcare 2.27%
3 Financials 1.82%
4 Industrials 1.7%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
40
-50
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40
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130
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+31
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531
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534
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535
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75
537
$3K ﹤0.01%
300
538
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36
539
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45
540
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+844
541
$3K ﹤0.01%
+36
542
$3K ﹤0.01%
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$3K ﹤0.01%
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545
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546
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100
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55
548
$3K ﹤0.01%
+95
549
$3K ﹤0.01%
190
550
$3K ﹤0.01%
32
20 21
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