MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+7.98%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$12.9M
(+4%)
Cap. Flow
-$11.6M
Cap. Flow
% of AUM
-3.5%
Top 10 Holdings %
Top 10 Hldgs %
66.46%
Holding
515
New
12
Increased
35
Reduced
126
Closed
48
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$2.52M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.27M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$926K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$476K |
Top Sells
Sector Composition
| 1 | Technology | 3.11% |
| 2 | Healthcare | 1.4% |
| 3 | Industrials | 0.91% |
| 4 | Communication Services | 0.84% |
| 5 | Financials | 0.78% |
