MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+3.64%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$326M
AUM Growth
-$15.5M
(-4.5%)
Cap. Flow
-$24.5M
Cap. Flow
% of AUM
-7.52%
Top 10 Holdings %
Top 10 Hldgs %
62.4%
Holding
697
New
4
Increased
35
Reduced
221
Closed
119
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$14.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.67M |
| 3 |
Fidelity High Dividend ETF
FDVV
|
$8.19M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.82M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$4.69M |
Top Sells
Sector Composition
| 1 | Technology | 2.89% |
| 2 | Healthcare | 1.6% |
| 3 | Industrials | 1.04% |
| 4 | Communication Services | 0.93% |
| 5 | Consumer Discretionary | 0.7% |
