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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$87.3K 0.02%
3,968
+409
152
$85.2K 0.02%
325
-24
153
$84K 0.02%
220
-5
154
$82.8K 0.02%
769
155
$81.4K 0.02%
195
-100
156
$81K 0.02%
870
157
$80.1K 0.02%
1,398
158
$79K 0.02%
1,590
159
$78.7K 0.02%
366
160
$77.6K 0.02%
1,309
-482
161
$76.2K 0.02%
1,328
162
$75.3K 0.02%
1,802
-154
163
$74.6K 0.02%
830
-25
164
$74K 0.02%
5,650
165
$73.8K 0.02%
11,900
166
$71.9K 0.02%
858
167
$71.2K 0.02%
3,223
+43
168
$70.9K 0.02%
498
169
$69.5K 0.02%
350
-10
170
$68.1K 0.02%
1,766
171
$68K 0.02%
259
-15
172
$67.8K 0.02%
4,107
173
$66.7K 0.02%
275
-5
174
$66.4K 0.02%
1,170
-15
175
$65.1K 0.02%
345
5 6
7
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