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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.89%
4 Healthcare 3.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$319K 0.22%
1,242
-100
52
$319K 0.22%
9,125
+7,605
53
$289K 0.19%
2,236
+105
54
$282K 0.19%
+22,450
55
$273K 0.18%
2,942
-2,250
56
$273K 0.18%
8,000
57
$269K 0.18%
+5,800
58
$263K 0.18%
2,233
59
$263K 0.18%
1,525
+1,005
60
$255K 0.17%
2,210
+557
61
$247K 0.17%
8,210
-300
62
$243K 0.16%
5,645
63
$242K 0.16%
1,957
+400
64
$238K 0.16%
1,200
65
$227K 0.15%
1,502
+106
66
$226K 0.15%
2,187
67
$223K 0.15%
2,440
+73
68
$222K 0.15%
1,741
+7
69
$210K 0.14%
1,131
+121
70
$208K 0.14%
3,195
71
$204K 0.14%
3,782
-160
72
$202K 0.14%
1,900
73
$201K 0.14%
2,275
-275
74
$201K 0.14%
2,399
-900
75
$201K 0.14%
6,514
+1,167
1 2
3
4 5