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
$140M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.42M
3
+$1.4M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.13M

Top Sells

1
+$3.19M
2
+$2M
3
+$1.26M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.21M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$898K

Sector Composition

1 Financials 20.54%
2 Consumer Discretionary 4.81%
3 Technology 3.53%
4 Healthcare 3.29%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$100K 0.07%
375
102
$95K 0.07%
2,813
103
$95K 0.07%
651
104
$91K 0.07%
1,087
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105
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106
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455
107
$88K 0.06%
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108
$87K 0.06%
714
109
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110
$86K 0.06%
625
111
$86K 0.06%
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112
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113
$85K 0.06%
520
114
$83K 0.06%
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115
$80K 0.06%
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116
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700
117
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118
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119
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120
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122
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123
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1,500
124
$71K 0.05%
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125
$68K 0.05%
880
3 4
5
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