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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$121K 0.04%
653
+123
127
$119K 0.04%
1,229
128
$117K 0.04%
5,150
-1,850
129
$116K 0.04%
2,230
130
$114K 0.04%
1,500
131
$112K 0.04%
1,258
+75
132
$106K 0.03%
1,525
+35
133
$106K 0.03%
1,280
+630
134
$104K 0.03%
680
135
$101K 0.03%
439
+26
136
$99K 0.03%
2,610
137
$98.2K 0.03%
638
138
$94.8K 0.03%
1,600
139
$94.7K 0.03%
467
140
$94.5K 0.03%
1,985
-316
141
$90.4K 0.03%
198
142
$88.4K 0.03%
1,169
143
$88K 0.03%
1,790
144
$87.2K 0.03%
284
+214
145
$87.2K 0.03%
3,000
146
$86K 0.03%
812
147
$85.5K 0.03%
1,929
148
$85.1K 0.03%
695
149
$81.5K 0.03%
707
150
$80.5K 0.03%
870
4 5
6
7 8