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
$160M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.42M
3
+$1.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.11M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1M

Top Sells

1
+$3.64M
2
+$1.87M
3
+$863K
4
PG icon
Procter & Gamble
PG
+$537K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$494K

Sector Composition

1 Industrials 4.16%
2 Communication Services 3.91%
3 Technology 3.51%
4 Healthcare 2.64%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38K 0.02%
440
-27
177
$37K 0.02%
244
178
$37K 0.02%
125
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179
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$35K 0.02%
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$35K 0.02%
300
183
$34K 0.02%
253
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184
$34K 0.02%
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185
$34K 0.02%
240
186
$33K 0.02%
250
187
$33K 0.02%
221
188
$33K 0.02%
903
189
$32K 0.02%
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190
$32K 0.02%
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191
$32K 0.02%
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192
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193
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194
$31K 0.02%
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196
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197
$31K 0.02%
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198
$30K 0.02%
270
199
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200
$30K 0.02%
+6,000
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