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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.17%
3,061
+471
52
$539K 0.17%
11,662
53
$538K 0.17%
17,779
+840
54
$534K 0.17%
1,055
+184
55
$506K 0.16%
13,826
+2,503
56
$502K 0.16%
20,245
57
$499K 0.16%
14,738
-4,380
58
$479K 0.15%
7,006
-1
59
$467K 0.15%
869
60
$457K 0.14%
2,196
+135
61
$443K 0.14%
10,571
+8,344
62
$441K 0.14%
2,828
-99
63
$440K 0.14%
6,382
+394
64
$438K 0.14%
7,522
-3,766
65
$433K 0.14%
858
+92
66
$432K 0.13%
4,596
67
$419K 0.13%
8,705
68
$405K 0.13%
12,275
-49,100
69
$401K 0.13%
13,347
-3,824
70
$385K 0.12%
1,599
71
$370K 0.12%
2,183
72
$359K 0.11%
2,473
-92
73
$352K 0.11%
2,670
+570
74
$341K 0.11%
1,361
75
$327K 0.1%
13,730
1 2
3
4 5