MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$81.1K 0.02%
245
152
$80.4K 0.02%
870
153
$77.5K 0.02%
333
154
$77.3K 0.02%
175
155
$76.4K 0.02%
562
156
$74.8K 0.02%
1,215
+2
157
$74.1K 0.02%
11,900
158
$73.7K 0.02%
397
-400
159
$71.6K 0.02%
998
-400
160
$68.6K 0.02%
2,829
-1,683
161
$68.1K 0.02%
5,650
162
$67.6K 0.02%
1,895
163
$66.2K 0.02%
341
164
$65.7K 0.02%
788
165
$65.6K 0.02%
1,766
166
$64.8K 0.02%
1,974
167
$64.4K 0.01%
120
168
$64.2K 0.01%
498
169
$63.6K 0.01%
485
170
$62.3K 0.01%
600
171
$62.1K 0.01%
618
172
$59.3K 0.01%
195
173
$59.2K 0.01%
242
174
$58.7K 0.01%
802
175
$58.1K 0.01%
519
5 6
7
8 9