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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$121K 0.03%
3,600
127
$120K 0.03%
2,623
128
$120K 0.03%
2,841
-82
129
$120K 0.03%
426
-10
130
$119K 0.03%
701
131
$116K 0.03%
3,000
132
$113K 0.03%
198
133
$113K 0.03%
752
134
$110K 0.03%
116
135
$108K 0.03%
1,066
136
$106K 0.03%
350
137
$101K 0.03%
205
-5
138
$100K 0.03%
284
139
$99.7K 0.02%
1,637
140
$99.3K 0.02%
450
-10
141
$97.6K 0.02%
1,833
-427
142
$97.4K 0.02%
166
-352
143
$96.5K 0.02%
1,020
-3,950
144
$96.4K 0.02%
1,480
-30
145
$95.6K 0.02%
185
146
$93.4K 0.02%
2,581
-2,010
147
$91.1K 0.02%
1,000
148
$90K 0.02%
284
-42
149
$87.9K 0.02%
1,000
150
$87.4K 0.02%
1,390
4 5
6
7 8