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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71.7K 0.02%
364
152
$70.7K 0.02%
536
-36
153
$70.1K 0.02%
532
154
$69.6K 0.02%
272
155
$69.1K 0.02%
332
156
$69K 0.02%
1,642
157
$67.4K 0.02%
267
158
$67.2K 0.02%
5,650
159
$66.3K 0.02%
11,900
160
$66.1K 0.02%
600
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161
$65.3K 0.02%
1,009
-156
162
$64.8K 0.02%
120
163
$64.4K 0.02%
498
164
$64.2K 0.02%
77
165
$62.8K 0.02%
858
166
$62.3K 0.02%
174
167
$61.9K 0.02%
577
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168
$60K 0.02%
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$59.6K 0.02%
115
170
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400
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$57.5K 0.02%
3,133
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172
$57.4K 0.02%
285
173
$56.8K 0.02%
155
174
$54.6K 0.02%
550
-50
175
$54.5K 0.02%
322
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