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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57.2K 0.01%
15
177
$54.9K 0.01%
186
178
$54.3K 0.01%
146
179
$53.6K 0.01%
195
-253
180
$53.2K 0.01%
593
-194
181
$51.9K 0.01%
519
182
$51.2K 0.01%
780
-700
183
$51.1K 0.01%
500
184
$50.9K 0.01%
839
185
$50.8K 0.01%
802
186
$50.6K 0.01%
247
-260
187
$50.4K 0.01%
120
188
$50.1K 0.01%
341
189
$50K 0.01%
5,706
190
$49K 0.01%
723
191
$47.8K 0.01%
545
-200
192
$47.5K 0.01%
450
193
$46.1K 0.01%
1,000
194
$45.6K 0.01%
420
195
$45.6K 0.01%
462
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196
$45.5K 0.01%
+3,190
197
$44.3K 0.01%
111
198
$44.2K 0.01%
+1,985
199
$43.8K 0.01%
245
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200
$41.5K 0.01%
753
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