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MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.69%
This Fund
S&P 500
This Quarter Est. Return
+4.31%
1 Year Est. Return
+11.69%
3 Year Est. Return
+32.96%
5 Year Est. Return
+32.36%
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$3.75M
Cap. Flow
-$1.55M
Cap. Flow %
-1.11%
Top 10 Hldgs %
62.18%
Holding
398
New
20
Increased
25
Reduced
49
Closed
27

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.37M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.36M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.13M

Top Sells

1
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.11M
2
BBBY
Bed Bath & Beyond
BBBY
+$2.02M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.23M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.21M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$898K

Sector Composition

1 Financials 20.54%
2 Consumer Discretionary 4.81%
3 Technology 3.53%
4 Healthcare 3.29%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
176
Philip Morris
PM
$296B
$33K 0.02%
295
– –
TRV icon
177
Travelers Companies
TRV
$71.8B
$33K 0.02%
270
– –
ITW icon
178
Illinois Tool Works
ITW
$81.4B
$32K 0.02%
244
– –
TXN icon
179
Texas Instruments
TXN
$265B
$32K 0.02%
400
-150
-27% -$11.6K
VFH icon
180
Vanguard Financials ETF
VFH
$13.5B
$32K 0.02%
530
– –
TDOC icon
181
Teladoc Health
TDOC
$1.71B
$31K 0.02%
+1,235
New +$25.7K
SPLK
182
DELISTED
Splunk Inc
SPLK
$31K 0.02%
500
– –
ABBV icon
183
AbbVie
ABBV
$449B
$30K 0.02%
458
– –
EEM icon
184
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$30K 0.02%
+765
New +$29.1K
ISTB icon
185
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$30K 0.02%
600
– –
GDV icon
186
Gabelli Dividend & Income Trust
GDV
$2.61B
$29K 0.02%
1,400
– –
IYH icon
187
iShares US Healthcare ETF
IYH
$3.22B
$29K 0.02%
935
– –
KMI icon
188
Kinder Morgan
KMI
$72.4B
$29K 0.02%
1,347
-5
-0.4% -$109
COP icon
189
ConocoPhillips
COP
$137B
$27K 0.02%
549
– –
DELL icon
190
Dell
DELL
$253B
$27K 0.02%
1,493
-89
-6% -$1.55K
F icon
191
Ford
F
$56.5B
$27K 0.02%
2,354
– –
LH icon
192
Labcorp
LH
$23.1B
$27K 0.02%
221
– –
POT
193
DELISTED
Potash Corp Of Saskatchewan
POT
$26K 0.02%
1,500
– –
BOND icon
194
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$25K 0.02%
235
– –
IYW icon
195
iShares US Technology ETF
IYW
$24.4B
$25K 0.02%
740
– –
VNO icon
196
Vornado Realty Trust
VNO
$7.67B
$25K 0.02%
313
– –
PHM icon
197
Pultegroup
PHM
$24.6B
$24K 0.02%
1,000
– –
PNC icon
198
PNC Financial Services
PNC
$102B
$24K 0.02%
198
– –
VFC icon
199
VF Corp
VFC
$6.86B
$24K 0.02%
467
– –
ZBH icon
200
Zimmer Biomet
ZBH
$18.1B
$24K 0.02%
206
– –
6 7
8
9 10

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