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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1
+$1.26M
2
+$953K
3
+$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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537
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-8,400
538
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