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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$82.1K 0.02%
1,390
-100
152
$81.5K 0.02%
+1,000
153
$81.3K 0.02%
1,000
154
$80.8K 0.02%
870
155
$78.7K 0.02%
769
156
$76.6K 0.02%
1,956
+27
157
$73.8K 0.02%
1,466
-200
158
$72.1K 0.02%
366
+255
159
$71.1K 0.02%
1,328
-180
160
$69.9K 0.02%
+855
161
$69.8K 0.02%
1,590
-52
162
$69.8K 0.02%
1,398
163
$69.7K 0.02%
+360
164
$68.8K 0.02%
498
165
$68K 0.02%
3,559
+887
166
$68K 0.02%
549
+13
167
$67.1K 0.02%
+225
168
$65.9K 0.02%
+1,766
169
$65.8K 0.02%
364
170
$65.3K 0.02%
5,650
171
$64.9K 0.02%
11,900
172
$63.6K 0.02%
+274
173
$63.2K 0.02%
3,180
+47
174
$63.1K 0.02%
4,107
175
$62.8K 0.02%
532
5 6
7
8 9