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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71K 0.03%
+948
177
$68K 0.03%
+544
178
$67K 0.03%
+260
179
$67K 0.03%
+1,138
180
$67K 0.03%
+1,582
181
$65K 0.03%
+245
182
$63K 0.02%
+1,311
183
$63K 0.02%
+421
184
$62K 0.02%
+710
185
$61K 0.02%
+1,500
186
$60K 0.02%
+350
187
$59K 0.02%
+1,151
188
$59K 0.02%
+171
189
$59K 0.02%
+267
190
$57K 0.02%
+1,337
191
$57K 0.02%
+1,398
192
$55K 0.02%
+470
193
$54K 0.02%
+763
194
$54K 0.02%
+841
195
$54K 0.02%
+261
196
$53K 0.02%
+221
197
$53K 0.02%
+205
198
$53K 0.02%
+300
199
$52K 0.02%
+1,000
200
$52K 0.02%
+310
6 7
8
9 10