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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$83.9K 0.03%
195
-378
152
$83.3K 0.03%
1,452
-1,642
153
$80.9K 0.02%
1,049
-969
154
$80.4K 0.02%
870
-1,608
155
$72.6K 0.02%
4,271
156
$72.1K 0.02%
11,900
157
$72K 0.02%
1,000
158
$71.4K 0.02%
3,414
159
$69.8K 0.02%
606
-234
160
$68.7K 0.02%
668
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161
$68.7K 0.02%
1,500
-119
162
$68.3K 0.02%
1,398
163
$68K 0.02%
275
-114
164
$67.6K 0.02%
5,850
165
$66.5K 0.02%
1,500
166
$66.3K 0.02%
5,799
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167
$66.2K 0.02%
827
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168
$64.8K 0.02%
735
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169
$64.2K 0.02%
503
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170
$63.4K 0.02%
1,274
-211
171
$63.2K 0.02%
364
172
$62.9K 0.02%
1,685
+242
173
$62.7K 0.02%
2,482
-1,011
174
$62.3K 0.02%
532
175
$61.2K 0.02%
580
-205
5 6
7
8 9