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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$62.1K 0.02%
+1,185
177
$61.5K 0.02%
+280
178
$58.9K 0.02%
858
179
$58.5K 0.02%
120
180
$56.8K 0.02%
181
+31
181
$55.4K 0.01%
519
-58
182
$54.9K 0.01%
345
-13
183
$54.4K 0.01%
650
-200
184
$53.1K 0.01%
511
-150
185
$52.6K 0.01%
+600
186
$52.4K 0.01%
1,974
187
$51.9K 0.01%
229
-103
188
$51.6K 0.01%
194
189
$50.9K 0.01%
+253
190
$50.6K 0.01%
802
-550
191
$50K 0.01%
829
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192
$49.4K 0.01%
285
193
$49.2K 0.01%
5,706
194
$49K 0.01%
+295
195
$48.1K 0.01%
500
196
$47.2K 0.01%
70
197
$47K 0.01%
450
198
$47K 0.01%
129
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199
$47K 0.01%
220
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200
$46.5K 0.01%
239
+205
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