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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64.6K 0.02%
802
177
$63.9K 0.02%
341
-23
178
$62.3K 0.02%
549
179
$62.3K 0.02%
532
180
$61.6K 0.02%
600
181
$60.6K 0.02%
120
182
$60K 0.01%
181
183
$59.2K 0.01%
2,523
-817
184
$57.8K 0.01%
303
185
$56.1K 0.01%
1,974
186
$54.5K 0.01%
829
187
$53.4K 0.01%
500
188
$53.3K 0.01%
229
-10
189
$52.6K 0.01%
461
-50
190
$51.5K 0.01%
5,706
191
$49.6K 0.01%
70
192
$48.4K 0.01%
129
193
$47.8K 0.01%
450
194
$47.7K 0.01%
169
-25
195
$47.6K 0.01%
160
-20
196
$47.5K 0.01%
+420
197
$47.3K 0.01%
15
198
$46.8K 0.01%
218
-35
199
$46.7K 0.01%
321
-11
200
$46.6K 0.01%
341
6 7
8
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