MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.13%
6,264
52
$581K 0.13%
+6,189
53
$561K 0.12%
4,190
54
$543K 0.12%
1,120
-14
55
$533K 0.12%
1,561
-42
56
$524K 0.12%
2,167
57
$504K 0.11%
5,042
58
$469K 0.1%
1,599
59
$459K 0.1%
2,741
+101
60
$457K 0.1%
6,840
-130
61
$434K 0.1%
1,706
-50
62
$404K 0.09%
5,044
63
$395K 0.09%
7,773
-3,179
64
$382K 0.08%
6,365
-1,897
65
$367K 0.08%
905
66
$366K 0.08%
1,109
-315
67
$359K 0.08%
8,630
68
$326K 0.07%
3,440
69
$324K 0.07%
13,932
70
$318K 0.07%
715
-25
71
$316K 0.07%
2,619
72
$309K 0.07%
6,800
73
$298K 0.07%
4,379
-579
74
$290K 0.06%
1,190
+180
75
$281K 0.06%
12,183
+23
1 2
3
4 5