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
126
$83K 0.06%
478
127
$81K 0.05%
1,303
+53
128
$80K 0.05%
955
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129
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130
$79K 0.05%
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131
$76K 0.05%
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132
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133
$72K 0.05%
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134
$71K 0.05%
925
135
$69K 0.05%
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136
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137
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427
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138
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139
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141
$63K 0.04%
525
142
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144
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146
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147
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148
$50K 0.03%
645
149
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150
$49K 0.03%
619
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