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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
+6.61%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$431M
AUM Growth
+$29.3M
(+7.3%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
67.53%
Holding
504
New
8
Increased
37
Reduced
87
Closed
39
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$5.14M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.72M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.4M |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$1.22M |
| 5 |
Fidelity Enhanced Large Cap Core ETF
FELC
|
+$837K |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$3.38M |
| 2 |
Nuveen ESG Large-Cap Value ETF
NULV
|
+$469K |
| 3 |
Fidelity High Dividend ETF
FDVV
|
+$469K |
| 4 |
Microsoft
MSFT
|
+$368K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$285K |
Sector Composition
| 1 | Technology | 2.82% |
| 2 | Industrials | 1% |
| 3 | Financials | 0.89% |
| 4 | Healthcare | 0.63% |
| 5 | Consumer Discretionary | 0.63% |
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