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
$162M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.24M
3
+$3.98M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.36M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.63M

Top Sells

1
+$6.18M
2
+$4.58M
3
+$4.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.75M

Sector Composition

1 Consumer Discretionary 15.86%
2 Financials 4.45%
3 Industrials 3.19%
4 Healthcare 2.82%
5 Technology 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K 0.02%
1,000
177
$30K 0.02%
600
178
$30K 0.02%
410
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179
$30K 0.02%
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$29K 0.02%
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181
$29K 0.02%
590
182
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170
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$29K 0.02%
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184
$29K 0.02%
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185
$29K 0.02%
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186
$29K 0.02%
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187
$28K 0.02%
579
188
$28K 0.02%
600
189
$28K 0.02%
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190
$27K 0.02%
535
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191
$27K 0.02%
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192
$26K 0.02%
457
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193
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505
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194
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195
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196
$25K 0.02%
174
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197
$25K 0.02%
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198
$25K 0.02%
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199
$24K 0.01%
270
200
$24K 0.01%
315
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