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MWM
Mascoma Wealth Management Portfolio holdings
AUM
$484M
1-Year Est. Return
11.69%
This Fund
S&P 500
This Quarter
Est. Return
+4.93%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$1.66M
(+0.71%)
Cap. Flow
-$8.61M
Cap. Flow
% of AUM
-3.68%
Top 10 Holdings %
Top 10 Hldgs %
55.82%
Holding
474
New
1
Increased
61
Reduced
24
Closed
371
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.08M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.63M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.47M |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$1.42M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.14M |
Top Sells
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$3.19M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.37M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.24M |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$666K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$596K |
Sector Composition
| 1 | Technology | 3.43% |
| 2 | Communication Services | 2.46% |
| 3 | Healthcare | 1.73% |
| 4 | Industrials | 1.44% |
| 5 | Consumer Discretionary | 0.84% |
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