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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
+1.5%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.68%
Top 10 Holdings %
Top 10 Hldgs %
62.32%
Holding
378
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
White Mountains Insurance
WTM
|
+$20.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12.3M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$9.24M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$9.15M |
| 5 |
BBBY
Bed Bath & Beyond
BBBY
|
+$7.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Consumer Discretionary | 6.51% |
| 3 | Technology | 3.4% |
| 4 | Industrials | 3.19% |
| 5 | Healthcare | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Meta Platforms (Facebook)
META
$1.69T
| $161K | 0.12% |
+1,396
| New | +$171K |
|
77
Comcast
CMCSA
$86.1B
| $160K | 0.12% |
+4,644
| New | +$155K |
|
78
Deere & Co
DE
$162B
| $160K | 0.12% |
+1,557
| New | +$146K |
|
79
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
| $156K | 0.11% |
+1,960
| New | +$156K |
|
80
NVIDIA
NVDA
$5.02T
| $154K | 0.11% |
+57,600
| New | +$120K |
|
81
RTX Corp
RTX
$262B
| $152K | 0.11% |
+2,209
| New | +$146K |
|
82
Wells Fargo
WFC
$267B
| $148K | 0.11% |
+2,689
| New | +$135K |
|
|
LSBG
83
DELISTED
Lake Sunapee Bank Group
LSBG
| $146K | 0.11% |
+6,173
| New | +$127K |
|
84
Bristol-Myers Squibb
BMY
$124B
| $145K | 0.11% |
+2,486
| New | +$136K |
|
85
Global X Silver Miners ETF NEW
SIL
$3.9B
| $144K | 0.11% |
+4,500
| New | +$167K |
|
86
Waste Management
WM
$97.3B
| $136K | 0.1% |
+1,917
| New | +$128K |
|
87
Merck
MRK
$315B
| $135K | 0.1% |
+2,397
| New | +$140K |
|
88
Chevron
CVX
$366B
| $131K | 0.1% |
+1,114
| New | +$121K |
|
89
SLB Ltd
SLB
$70.4B
| $124K | 0.09% |
+1,475
| New | +$121K |
|
90
Seagate
STX
$169B
| $120K | 0.09% |
+3,149
| New | +$118K |
|
91
ProShares UltraShort Yen
YCS
$36.7M
| $120K | 0.09% |
+6,000
| New | +$106K |
|
92
Diageo
DEO
$47.5B
| $119K | 0.09% |
+1,148
| New | +$121K |
|
93
SPDR Gold Trust
GLD
$129B
| $116K | 0.09% |
+1,055
| New | +$122K |
|
|
MON
94
DELISTED
Monsanto Co
MON
| $115K | 0.08% |
+1,097
| New | +$112K |
|
95
Vanguard Value ETF
VTV
$187B
| $113K | 0.08% |
+1,220
| New | +$109K |
|
96
Terex
TEX
$7.51B
| $111K | 0.08% |
+3,505
| New | +$97.2K |
|
|
WBA
97
DELISTED
Walgreens Boots Alliance
WBA
| $111K | 0.08% |
+1,339
| New | +$111K |
|
|
SE
98
DELISTED
Spectra Energy Corp Wi
SE
| $111K | 0.08% |
+2,700
| New | +$112K |
|
99
Public Service Enterprise Group
PEG
$39.6B
| $110K | 0.08% |
+2,510
| New | +$105K |
|
100
VanEck Junior Gold Miners ETF
GDXJ
$6.66B
| $107K | 0.08% |
+3,400
| New | +$124K |
|
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