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
101
$122K 0.08%
3,265
102
$122K 0.08%
+1,300
103
$117K 0.08%
830
-500
104
$115K 0.08%
866
105
$114K 0.08%
2,949
106
$113K 0.08%
3,400
107
$110K 0.07%
1,982
-300
108
$109K 0.07%
651
109
$108K 0.07%
2,510
110
$105K 0.07%
378
+3
111
$104K 0.07%
3,325
112
$104K 0.07%
1,300
113
$103K 0.07%
+3,750
114
$103K 0.07%
430
115
$101K 0.07%
854
-163
116
$99K 0.07%
455
117
$98K 0.07%
1,250
+390
118
$95K 0.06%
1,000
119
$92K 0.06%
1,500
120
$89K 0.06%
1,100
+500
121
$88K 0.06%
3,625
122
$88K 0.06%
4,500
123
$84K 0.06%
584
+2
124
$84K 0.06%
625
125
$83K 0.06%
+800
3 4
5
6 7