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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57.5K 0.02%
1,642
177
$57.4K 0.02%
1,405
+124
178
$57.1K 0.02%
11,900
179
$57.1K 0.02%
176
+54
180
$56.3K 0.02%
1,385
-115
181
$56.2K 0.02%
364
182
$55.6K 0.02%
253
+244
183
$55.5K 0.02%
1,500
184
$55.2K 0.02%
1,529
185
$54.4K 0.02%
332
186
$54K 0.02%
203
187
$52.5K 0.02%
267
+27
188
$52.5K 0.02%
+120
189
$52.2K 0.02%
644
-91
190
$50.8K 0.02%
2,055
+1,355
191
$50.6K 0.02%
185
192
$50.2K 0.02%
3,028
+47
193
$50.2K 0.02%
625
194
$50.2K 0.02%
177
195
$50.1K 0.02%
115
196
$49.8K 0.02%
77
+7
197
$48.8K 0.02%
1,205
+197
198
$47.8K 0.02%
611
199
$47.7K 0.01%
180
200
$46.3K 0.01%
450
6 7
8
9 10