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
$200M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$17.9M
3
+$14.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$14.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.89%
2 Communication Services 2.78%
3 Healthcare 2.05%
4 Industrials 1.65%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$312K 0.16%
+1,850
77
$310K 0.16%
+3,195
78
$303K 0.15%
+804
79
$299K 0.15%
+11,018
80
$282K 0.14%
+804
81
$266K 0.13%
+23,970
82
$252K 0.13%
+4,760
83
$248K 0.12%
+6,100
84
$241K 0.12%
+6,000
85
$225K 0.11%
+846
86
$223K 0.11%
+1,506
87
$216K 0.11%
+2,687
88
$207K 0.1%
+7,611
89
$175K 0.09%
+17,065
90
$173K 0.09%
+10,717
91
$116K 0.06%
+15,411
92
$103K 0.05%
+11,700
1 2 3
4