MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$105K 0.02%
1,325
127
$105K 0.02%
3,616
-27
128
$104K 0.02%
225
129
$104K 0.02%
569
-440
130
$103K 0.02%
800
131
$103K 0.02%
203
132
$103K 0.02%
289
133
$102K 0.02%
350
134
$102K 0.02%
760
135
$99.6K 0.02%
1,000
136
$99.2K 0.02%
1,590
137
$97.8K 0.02%
3,328
+35
138
$96.7K 0.02%
725
139
$96.4K 0.02%
301
140
$92.5K 0.02%
1,333
-500
141
$92.3K 0.02%
88
142
$91.7K 0.02%
174
143
$88.5K 0.02%
3,000
144
$84.9K 0.02%
284
-11
145
$83.7K 0.02%
4,107
146
$83K 0.02%
1,525
+875
147
$82.7K 0.02%
1,994
-147
148
$82.7K 0.02%
1,125
149
$82.6K 0.02%
334
150
$81.6K 0.02%
1,000
4 5
6
7 8