MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
-10.63%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$293M
AUM Growth
-$21.5M
(-6.9%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
5.4%
Top 10 Holdings %
Top 10 Hldgs %
50.03%
Holding
648
New
57
Increased
110
Reduced
134
Closed
27
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$7.6M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$4.01M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.43M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.35M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.4M |
Top Sells
Sector Composition
| 1 | Technology | 3.3% |
| 2 | Healthcare | 2.27% |
| 3 | Financials | 1.82% |
| 4 | Industrials | 1.71% |
| 5 | Communication Services | 1.43% |
