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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$12.4M
3
+$9.26M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$8.95M
5
BBBY
Bed Bath & Beyond
BBBY
+$8.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Healthcare 3.19%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33K 0.02%
+270
177
$31K 0.02%
+530
178
$30K 0.02%
+600
179
$30K 0.02%
+244
180
$29K 0.02%
+458
181
$29K 0.02%
+400
182
$29K 0.02%
+2,354
183
$28K 0.02%
+549
184
$28K 0.02%
+1,400
185
$28K 0.02%
+1,352
186
$28K 0.02%
+771
187
$28K 0.02%
+2,350
188
$27K 0.02%
+935
189
$27K 0.02%
+295
190
$27K 0.02%
+1,500
191
$26K 0.02%
+154
192
$26K 0.02%
+313
193
$26K 0.02%
+500
194
$24K 0.02%
+750
195
$24K 0.02%
+235
196
$24K 0.02%
+1,582
197
$24K 0.02%
+221
198
$24K 0.02%
+1,140
199
$24K 0.02%
+1,500
200
$23K 0.02%
+206
6 7
8
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