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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.08%
1,782
+18
102
$201K 0.08%
+813
103
$195K 0.08%
10,817
+100
104
$190K 0.07%
+3,887
105
$181K 0.07%
+785
106
$180K 0.07%
+1,356
107
$180K 0.07%
+3,220
108
$178K 0.07%
+798
109
$177K 0.07%
+369
110
$176K 0.07%
+3,865
111
$176K 0.07%
+2,000
112
$167K 0.06%
+430
113
$167K 0.06%
+2,229
114
$164K 0.06%
+2,107
115
$162K 0.06%
+411
116
$162K 0.06%
+1,503
117
$157K 0.06%
+738
118
$154K 0.06%
+3,205
119
$153K 0.06%
+701
120
$153K 0.06%
+2,960
121
$150K 0.06%
+2,398
122
$150K 0.06%
+2,399
123
$150K 0.06%
+1,768
124
$146K 0.06%
+1,551
125
$141K 0.05%
+410
3 4
5
6 7