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
151
$104K 0.04%
+712
152
$103K 0.04%
+400
153
$102K 0.04%
+122
154
$101K 0.04%
+516
155
$97K 0.04%
+530
156
$96K 0.04%
+880
157
$95K 0.04%
+5,850
158
$94K 0.04%
+3,537
159
$93K 0.04%
+700
160
$92K 0.04%
+2,915
161
$92K 0.04%
+2,970
162
$91K 0.04%
+768
163
$91K 0.04%
+1,710
164
$89K 0.03%
+240
165
$89K 0.03%
+405
166
$89K 0.03%
+1,000
167
$84K 0.03%
+1,803
168
$83K 0.03%
+814
169
$83K 0.03%
+736
170
$83K 0.03%
+2,025
171
$80K 0.03%
+1,722
172
$78K 0.03%
+405
173
$77K 0.03%
+1,000
174
$76K 0.03%
+256
175
$72K 0.03%
+1,094
5 6
7
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