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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Financials 16.37%
2 Consumer Discretionary 4.79%
3 Technology 3.89%
4 Healthcare 3.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39K 0.03%
300
177
$38K 0.03%
779
178
$38K 0.03%
740
179
$37K 0.03%
165
180
$37K 0.03%
750
181
$35K 0.02%
185
182
$35K 0.02%
430
183
$35K 0.02%
3,084
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184
$35K 0.02%
244
185
$35K 0.02%
+2,000
186
$35K 0.02%
276
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187
$34K 0.02%
825
+60
188
$33K 0.02%
+1,200
189
$33K 0.02%
530
190
$31K 0.02%
1,400
191
$31K 0.02%
579
192
$31K 0.02%
935
193
$31K 0.02%
707
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194
$31K 0.02%
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195
$30K 0.02%
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196
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197
$29K 0.02%
+3,022
198
$29K 0.02%
221
199
$29K 0.02%
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200
$29K 0.02%
300
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6 7
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