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
$152M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.35M
3
+$2.89M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.09M

Top Sells

1
+$6.99M
2
+$3.02M
3
+$2.9M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$999K
5
INTF icon
iShares International Equity Factor ETF
INTF
+$574K

Sector Composition

1 Industrials 4.81%
2 Technology 3.65%
3 Healthcare 3.5%
4 Communication Services 3%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39K 0.03%
154
-31
177
$39K 0.03%
1,133
+1,048
178
$39K 0.03%
900
179
$39K 0.03%
245
180
$38K 0.03%
1,150
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181
$38K 0.03%
170
182
$38K 0.03%
1,209
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183
$37K 0.02%
1,040
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184
$37K 0.02%
165
185
$37K 0.02%
617
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186
$36K 0.02%
350
187
$35K 0.02%
457
188
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189
$35K 0.02%
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190
$35K 0.02%
562
191
$34K 0.02%
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192
$34K 0.02%
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193
$33K 0.02%
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194
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195
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196
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240
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130
198
$31K 0.02%
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199
$30K 0.02%
707
200
$30K 0.02%
727
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