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
$149M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.73M
3
+$2.4M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$997K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$657K

Top Sells

1
+$2.67M
2
+$1.76M
3
+$732K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$606K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$475K

Sector Composition

1 Industrials 4.48%
2 Communication Services 3.95%
3 Technology 3.59%
4 Healthcare 2.86%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.03%
1,000
152
$49K 0.03%
848
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153
$48K 0.03%
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-2,635
154
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155
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156
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157
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$47K 0.03%
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159
$47K 0.03%
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312
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164
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165
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$35K 0.02%
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