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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.89%
4 Healthcare 3.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$198K 0.13%
3,322
-666
77
$198K 0.13%
1,239
78
$196K 0.13%
1,725
+199
79
$191K 0.13%
52,800
-4,800
80
$175K 0.12%
1,143
+7
81
$170K 0.11%
2,050
82
$168K 0.11%
2,250
-451
83
$166K 0.11%
1,996
-47,571
84
$166K 0.11%
746
-585
85
$164K 0.11%
+12,455
86
$159K 0.11%
2,593
+196
87
$159K 0.11%
985
-379
88
$157K 0.11%
2,403
89
$155K 0.1%
2,020
-189
90
$153K 0.1%
4,500
91
$150K 0.1%
2,142
+2,100
92
$141K 0.1%
3,000
93
$138K 0.09%
1,148
94
$137K 0.09%
928
-420
95
$132K 0.09%
3,396
-300
96
$131K 0.09%
+1,769
97
$130K 0.09%
2,336
-150
98
$130K 0.09%
+1,900
99
$126K 0.09%
1,719
-199
100
$125K 0.08%
1,055
2 3
4
5 6