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MWM
Mascoma Wealth Management Portfolio holdings
AUM
$484M
1-Year Est. Return
11.69%
This Fund
S&P 500
This Quarter
Est. Return
+1.5%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.68%
Top 10 Holdings %
Top 10 Hldgs %
62.32%
Holding
378
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
White Mountains Insurance
WTM
|
+$20.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12.3M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$9.24M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$9.15M |
| 5 |
BBBY
Bed Bath & Beyond
BBBY
|
+$7.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Consumer Discretionary | 6.51% |
| 3 | Technology | 3.4% |
| 4 | Industrials | 3.19% |
| 5 | Healthcare | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
IBM
IBM
$206B
| $241K | 0.18% |
+1,522
| New | +$232K |
|
|
SCHW
52
Charles Schwab
SCHW
$179B
| $239K | 0.18% |
+6,060
| New | +$217K |
|
53
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
| $236K | 0.17% |
+2,233
| New | +$234K |
|
54
Emerson Electric
EMR
$77.9B
| $228K | 0.17% |
+4,083
| New | +$220K |
|
|
K
55
DELISTED
Kellanova
K
| $221K | 0.16% |
+3,195
| New | +$222K |
|
56
Corning
GLW
$136B
| $220K | 0.16% |
+9,060
| New | +$215K |
|
57
AstraZeneca
AZN
$262B
| $219K | 0.16% |
+4,000
| New | +$227K |
|
58
Costco
COST
$419B
| $209K | 0.15% |
+1,304
| New | +$199K |
|
59
General Dynamics
GD
$99.7B
| $207K | 0.15% |
+1,200
| New | +$196K |
|
60
iShares Biotechnology ETF
IBB
$9.22B
| $207K | 0.15% |
+2,337
| New | +$213K |
|
61
JPMorgan Chase
JPM
$912B
| $204K | 0.15% |
+2,367
| New | +$180K |
|
62
Verizon
VZ
$183B
| $204K | 0.15% |
+3,824
| New | +$191K |
|
63
DuPont de Nemours
DD
$18.1B
| $200K | 0.15% |
+1,382
| New | +$192K |
|
64
Walt Disney
DIS
$173B
| $198K | 0.15% |
+1,900
| New | +$185K |
|
65
GSK
GSK
$106B
| $195K | 0.14% |
+4,046
| New | +$200K |
|
|
RTN
66
DELISTED
Raytheon Company
RTN
| $194K | 0.14% |
+1,364
| New | +$194K |
|
67
iShares TIPS Bond ETF
TIP
$14.4B
| $193K | 0.14% |
+1,705
| New | +$195K |
|
68
Altria Group
MO
$122B
| $182K | 0.13% |
+2,693
| New | +$173K |
|
69
PepsiCo
PEP
$190B
| $180K | 0.13% |
+1,724
| New | +$181K |
|
70
Vanguard Health Care ETF
VHT
$18.1B
| $171K | 0.13% |
+1,348
| New | +$172K |
|
|
HA
71
DELISTED
Hawaiian Holdings, Inc.
HA
| $171K | 0.13% |
+3,000
| New | +$153K |
|
|
HDV
72
iShares Core High Dividend ETF
HDV
$14.2B
| $169K | 0.12% |
+10,250
| New | +$165K |
|
73
Home Depot
HD
$347B
| $166K | 0.12% |
+1,235
| New | +$159K |
|
74
UnitedHealth
UNH
$385B
| $162K | 0.12% |
+1,010
| New | +$151K |
|
75
Vanguard Information Technology ETF
VGT
$140B
| $162K | 0.12% |
+10,640
| New | +$160K |
|
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