MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
-0.65%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
+$23.9M
(+10%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
9.99%
Top 10 Holdings %
Top 10 Hldgs %
52.9%
Holding
475
New
372
Increased
49
Reduced
30
Closed
1
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.64M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.48M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.35M |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.19M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$855K |
Top Sells
| 1 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
$1.29M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$753K |
| 3 |
AT&T
T
|
$537K |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$378K |
| 5 |
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% |
