MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
-4.79%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$289M
AUM Growth
-$3.82M
(-1.3%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
3.82%
Top 10 Holdings %
Top 10 Hldgs %
50.77%
Holding
646
New
22
Increased
107
Reduced
123
Closed
27
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.07M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.85M |
| 3 |
iShares Select Dividend ETF
DVY
|
$1.33M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$867K |
| 5 |
Brookfield
BN
|
$818K |
Top Sells
Sector Composition
| 1 | Technology | 3.24% |
| 2 | Healthcare | 2.19% |
| 3 | Financials | 1.98% |
| 4 | Industrials | 1.62% |
| 5 | Consumer Discretionary | 1.19% |
