MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
-4.63%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
-$10.6M
(-6.5%)
Cap. Flow
+$4.07M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
56.09%
Holding
399
New
22
Increased
52
Reduced
54
Closed
19
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6.92M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$2.8M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$2.1M |
| 4 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$1.98M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.17M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 10.01% |
| 2 | Financials | 4.58% |
| 3 | Industrials | 3.63% |
| 4 | Healthcare | 2.98% |
| 5 | Technology | 2.96% |
