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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$80.2K 0.03%
1,452
152
$74.3K 0.02%
701
+95
153
$73.6K 0.02%
195
154
$73.2K 0.02%
964
-85
155
$67K 0.02%
1,000
156
$66.5K 0.02%
2,728
+653
157
$66.4K 0.02%
769
+296
158
$66.1K 0.02%
668
159
$64.9K 0.02%
1,685
160
$64.7K 0.02%
275
161
$64.3K 0.02%
858
+31
162
$64K 0.02%
661
+81
163
$62.9K 0.02%
2,482
164
$62.6K 0.02%
1,398
165
$61.8K 0.02%
169
+85
166
$61.6K 0.02%
5,000
167
$61.3K 0.02%
5,850
168
$60.8K 0.02%
503
169
$59.8K 0.02%
5,799
170
$59.5K 0.02%
4,071
-200
171
$59.3K 0.02%
341
+42
172
$59.3K 0.02%
672
173
$58.9K 0.02%
572
+65
174
$58.7K 0.02%
291
+259
175
$57.6K 0.02%
532
5 6
7
8 9