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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$171K 0.04%
980
-117
102
$166K 0.04%
1,634
-197
103
$162K 0.04%
+9,912
104
$162K 0.04%
3,456
-532
105
$160K 0.04%
10,217
106
$160K 0.04%
1,293
-100
107
$159K 0.04%
1,600
108
$156K 0.04%
552
+514
109
$150K 0.04%
2,399
110
$146K 0.04%
5,062
-583
111
$144K 0.04%
1,226
112
$140K 0.03%
710
-263
113
$137K 0.03%
660
114
$137K 0.03%
1,169
-174
115
$134K 0.03%
1,229
116
$133K 0.03%
1,600
117
$132K 0.03%
476
-4
118
$131K 0.03%
2,579
119
$130K 0.03%
1,605
120
$128K 0.03%
260
121
$128K 0.03%
12,765
122
$128K 0.03%
467
123
$126K 0.03%
638
124
$125K 0.03%
552
-5
125
$122K 0.03%
911
+1
3 4
5
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