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
$160M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.42M
3
+$1.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.11M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1M

Top Sells

1
+$3.64M
2
+$1.87M
3
+$863K
4
PG icon
Procter & Gamble
PG
+$537K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$494K

Sector Composition

1 Industrials 4.16%
2 Communication Services 3.91%
3 Technology 3.51%
4 Healthcare 2.64%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$81K 0.05%
738
-123
127
$81K 0.05%
906
+397
128
$79K 0.05%
939
129
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130
$78K 0.05%
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131
$78K 0.05%
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132
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600
133
$75K 0.05%
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134
$73K 0.05%
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135
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629
136
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1,220
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137
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138
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536
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139
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140
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141
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142
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143
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144
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145
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146
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147
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148
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149
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700
150
$58K 0.04%
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