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
526
$3.1K ﹤0.01%
108
-175
527
$3.09K ﹤0.01%
55
528
$3.09K ﹤0.01%
70
529
$3.07K ﹤0.01%
18
530
$2.87K ﹤0.01%
33
+1
531
$2.69K ﹤0.01%
844
532
$2.69K ﹤0.01%
50
533
$2.65K ﹤0.01%
343
534
$2.62K ﹤0.01%
31
535
$2.61K ﹤0.01%
75
536
$2.61K ﹤0.01%
30
-3
537
$2.56K ﹤0.01%
200
538
$2.56K ﹤0.01%
65
539
$2.53K ﹤0.01%
91
540
$2.44K ﹤0.01%
29
541
$2.3K ﹤0.01%
35
542
$2.22K ﹤0.01%
58
543
$2.14K ﹤0.01%
15
544
$2.11K ﹤0.01%
20
545
$1.94K ﹤0.01%
25
546
$1.93K ﹤0.01%
5
547
$1.76K ﹤0.01%
30
548
$1.67K ﹤0.01%
18
549
$1.64K ﹤0.01%
19
550
$1.57K ﹤0.01%
27
20 21
22
23 24