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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.1%
6,329
-73
77
$307K 0.1%
13,318
78
$306K 0.1%
1,966
+210
79
$304K 0.1%
1,007
+261
80
$288K 0.09%
1,252
+244
81
$282K 0.09%
2,911
-55
82
$277K 0.09%
400
83
$273K 0.09%
6,657
84
$269K 0.08%
1,425
85
$263K 0.08%
4,190
+870
86
$262K 0.08%
6,672
+3
87
$257K 0.08%
2,695
88
$249K 0.08%
1,772
+1
89
$243K 0.08%
811
90
$238K 0.07%
5,480
+400
91
$238K 0.07%
925
92
$237K 0.07%
2,701
-250
93
$233K 0.07%
1,595
+30
94
$231K 0.07%
1,878
-453
95
$224K 0.07%
4,760
96
$222K 0.07%
843
+153
97
$220K 0.07%
530
98
$215K 0.07%
2,986
+2
99
$212K 0.07%
4,780
100
$209K 0.07%
430
2 3
4
5 6