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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$537K 0.13%
6,768
-442
52
$530K 0.13%
7,478
-24
53
$526K 0.13%
21,778
+19
54
$524K 0.13%
6,264
55
$522K 0.13%
10,133
-3,662
56
$492K 0.12%
9,490
+3,003
57
$481K 0.12%
9,142
-3,014
58
$465K 0.12%
1,682
59
$464K 0.12%
811
60
$452K 0.11%
2,703
61
$448K 0.11%
2,123
62
$434K 0.11%
1,829
-433
63
$424K 0.11%
1,542
-5
64
$407K 0.1%
9,756
65
$401K 0.1%
4,050
-550
66
$382K 0.1%
654
-52
67
$380K 0.09%
2,236
-281
68
$372K 0.09%
918
69
$356K 0.09%
2,056
70
$356K 0.09%
2,937
+1
71
$348K 0.09%
7,272
+590
72
$342K 0.09%
4,190
73
$325K 0.08%
13,932
74
$319K 0.08%
12,688
-949
75
$316K 0.08%
980
-30
1 2
3
4 5