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
126
$140K 0.05%
+937
127
$139K 0.05%
+1,342
128
$132K 0.05%
+785
129
$131K 0.05%
+2,610
130
$130K 0.05%
+857
131
$129K 0.05%
12,065
132
$127K 0.05%
+467
133
$127K 0.05%
+636
134
$126K 0.05%
+781
135
$122K 0.05%
+1,600
136
$121K 0.05%
+2,851
137
$120K 0.05%
+1,455
138
$120K 0.05%
+2,471
139
$118K 0.05%
+456
140
$118K 0.05%
+437
141
$117K 0.05%
+350
142
$114K 0.04%
+2,633
143
$113K 0.04%
+3,715
144
$112K 0.04%
+5,152
145
$111K 0.04%
11,900
+200
146
$108K 0.04%
+1,619
147
$107K 0.04%
+1,527
148
$106K 0.04%
+6,170
149
$105K 0.04%
+1,500
150
$104K 0.04%
+786
4 5
6
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