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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.08%
13,398
+4,322
77
$304K 0.08%
4,233
78
$288K 0.07%
3,653
+32
79
$286K 0.07%
2,986
-1,500
80
$283K 0.07%
6,800
81
$281K 0.07%
5,505
82
$262K 0.07%
456
83
$260K 0.06%
1,766
84
$260K 0.06%
11,484
85
$251K 0.06%
430
-35
86
$249K 0.06%
240
87
$248K 0.06%
1,530
-52
88
$239K 0.06%
1,520
-18
89
$235K 0.06%
1,360
90
$230K 0.06%
9,988
91
$225K 0.06%
1,255
-314
92
$213K 0.05%
1,860
93
$212K 0.05%
695
94
$202K 0.05%
8,400
95
$200K 0.05%
2,567
+102
96
$186K 0.05%
711
97
$184K 0.05%
831
98
$179K 0.04%
925
99
$179K 0.04%
660
-40
100
$178K 0.04%
515
2 3
4
5 6