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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54.3K 0.02%
4,107
177
$54K 0.02%
1,185
-3,405
178
$53.9K 0.02%
216
-8
179
$52.5K 0.01%
194
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180
$52.2K 0.01%
180
181
$50.7K 0.01%
500
182
$50.3K 0.01%
358
-314
183
$49.9K 0.01%
303
184
$49.7K 0.01%
5,706
-17,000
185
$48.3K 0.01%
352
-151
186
$47.3K 0.01%
15
187
$47.1K 0.01%
450
188
$47K 0.01%
2,672
-115
189
$46.9K 0.01%
150
190
$45.7K 0.01%
95
191
$45.2K 0.01%
247
192
$44.9K 0.01%
1,974
193
$43.7K 0.01%
300
194
$42.7K 0.01%
1,840
195
$42.5K 0.01%
70
196
$42.5K 0.01%
1,566
197
$42.4K 0.01%
166
198
$41.5K 0.01%
190
199
$39.7K 0.01%
1,008
200
$39.5K 0.01%
681
-600
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8
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