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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1
+$4.52M
2
+$2.01M
3
+$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.64K ﹤0.01%
844
552
$2.59K ﹤0.01%
91
553
$2.51K ﹤0.01%
100
554
$2.49K ﹤0.01%
9
555
$2.35K ﹤0.01%
35
556
$2.33K ﹤0.01%
70
-48
557
$2.32K ﹤0.01%
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558
$2.32K ﹤0.01%
+23
559
$2.29K ﹤0.01%
29
560
$2.27K ﹤0.01%
96
-272
561
$2.23K ﹤0.01%
100
562
$2.19K ﹤0.01%
15
563
$2.17K ﹤0.01%
88
564
$2.07K ﹤0.01%
58
565
$2K ﹤0.01%
+27
566
$1.91K ﹤0.01%
25
567
$1.89K ﹤0.01%
20
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568
$1.89K ﹤0.01%
+5
569
$1.64K ﹤0.01%
19
570
$1.6K ﹤0.01%
+64
571
$1.58K ﹤0.01%
51
572
$1.58K ﹤0.01%
30
573
$1.58K ﹤0.01%
415
574
$1.51K ﹤0.01%
14
575
$1.41K ﹤0.01%
16
21 22
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24 25