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
576
$1.38K ﹤0.01%
200
577
$1.32K ﹤0.01%
47
-95
578
$1.23K ﹤0.01%
35
579
$1.22K ﹤0.01%
+18
580
$1.2K ﹤0.01%
+70
581
$1.16K ﹤0.01%
108
582
$1.11K ﹤0.01%
31
583
$982 ﹤0.01%
24
584
$972 ﹤0.01%
+15
585
$953 ﹤0.01%
85
586
$950 ﹤0.01%
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587
$927 ﹤0.01%
20
588
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24
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$843 ﹤0.01%
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$834 ﹤0.01%
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+15
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50
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10
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$618 ﹤0.01%
60
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$599 ﹤0.01%
6
22 23
24
25 26