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
$152M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.8M
3
+$2.1M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.98M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.17M

Top Sells

1
+$4.8M
2
+$2.97M
3
+$1.99M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.56M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$816K

Sector Composition

1 Consumer Discretionary 10.01%
2 Financials 4.58%
3 Industrials 3.63%
4 Healthcare 2.98%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$116K 0.08%
3,000
102
$115K 0.08%
866
103
$112K 0.07%
717
104
$111K 0.07%
1,177
-98
105
$110K 0.07%
1,500
106
$109K 0.07%
651
107
$109K 0.07%
455
108
$109K 0.07%
3,400
109
$109K 0.07%
1,864
-500
110
$107K 0.07%
3,126
+169
111
$105K 0.07%
+4,027
112
$102K 0.07%
+873
113
$102K 0.07%
1,030
114
$101K 0.07%
1,596
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115
$99K 0.07%
5,850
116
$98K 0.06%
5,200
117
$98K 0.06%
1,300
118
$95K 0.06%
1,850
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119
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565
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120
$89K 0.06%
955
121
$81K 0.05%
528
122
$78K 0.05%
700
123
$76K 0.05%
625
124
$74K 0.05%
1,414
-500
125
$73K 0.05%
5,000
3 4
5
6 7