MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$86.8K 0.02%
4,107
152
$84.7K 0.02%
174
153
$81.4K 0.02%
870
154
$81.3K 0.02%
2,423
155
$79.3K 0.02%
638
+140
156
$79.3K 0.02%
256
-45
157
$77.4K 0.02%
499
+158
158
$76.8K 0.02%
11,900
159
$76.7K 0.02%
120
160
$75.3K 0.02%
562
161
$73.9K 0.02%
2,427
+2,115
162
$73K 0.02%
1,000
163
$71.9K 0.02%
639
+39
164
$70.9K 0.02%
788
165
$70.7K 0.02%
245
166
$70.5K 0.02%
1,766
167
$70.1K 0.02%
353
168
$68.6K 0.02%
16
+1
169
$68.4K 0.02%
5,650
170
$68.2K 0.02%
+266
171
$67.3K 0.01%
998
172
$66.8K 0.01%
485
173
$64.2K 0.01%
688
174
$64K 0.01%
195
175
$63.6K 0.01%
987
-228
5 6
7
8 9