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
$398M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$752K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$414K

Top Sells

1
+$1.26M
2
+$953K
3
+$736K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$516K

Sector Composition

1 Technology 3.16%
2 Financials 0.93%
3 Industrials 0.9%
4 Healthcare 0.86%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$65.4K 0.02%
5,650
177
$64.8K 0.02%
644
-422
178
$64.5K 0.02%
570
+109
179
$64.1K 0.02%
1,766
180
$63.8K 0.02%
+788
181
$61.4K 0.02%
242
-42
182
$60.8K 0.02%
350
183
$59.4K 0.01%
234
+65
184
$56.6K 0.01%
830
185
$55.5K 0.01%
319
-233
186
$55.3K 0.01%
600
187
$54.7K 0.01%
802
188
$54.2K 0.01%
259
189
$53.9K 0.01%
186
+26
190
$53.4K 0.01%
260
-15
191
$52.6K 0.01%
146
+27
192
$52K 0.01%
1,974
193
$51.4K 0.01%
461
+17
194
$50.6K 0.01%
2,523
195
$50.3K 0.01%
519
-250
196
$50.2K 0.01%
829
197
$49.8K 0.01%
500
198
$49.6K 0.01%
120
199
$49K 0.01%
5,706
200
$48.2K 0.01%
839
+448
6 7
8
9 10