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
$140M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.42M
3
+$1.4M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.13M

Top Sells

1
+$3.19M
2
+$2M
3
+$1.26M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.21M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$898K

Sector Composition

1 Financials 20.54%
2 Consumer Discretionary 4.81%
3 Technology 3.53%
4 Healthcare 3.29%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.16%
8,510
-550
52
$230K 0.16%
5,645
-415
53
$225K 0.16%
1,200
54
$222K 0.16%
1,734
55
$218K 0.16%
3,195
56
$215K 0.15%
1,900
57
$214K 0.15%
2,187
-150
58
$208K 0.15%
1,239
-65
59
$208K 0.15%
3,942
-104
60
$208K 0.15%
2,367
61
$208K 0.15%
1,364
62
$206K 0.15%
4,227
+403
63
$205K 0.15%
2,247
-1,044
64
$198K 0.14%
1,396
65
$193K 0.14%
2,701
+8
66
$186K 0.13%
1,348
67
$185K 0.13%
1,653
-71
68
$180K 0.13%
1,330
69
$177K 0.13%
5,347
+4,597
70
$175K 0.13%
1,526
-179
71
$172K 0.12%
2,050
72
$169K 0.12%
1,557
73
$167K 0.12%
1,136
-99
74
$166K 0.12%
1,010
75
$162K 0.12%
4,500
1 2
3
4 5