MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58.1K 0.01%
234
177
$57.8K 0.01%
146
178
$57K 0.01%
86
-80
179
$56.4K 0.01%
839
180
$55.7K 0.01%
15
181
$55.2K 0.01%
445
-17
182
$54.3K 0.01%
2,423
-100
183
$53.3K 0.01%
545
184
$52.5K 0.01%
186
185
$51.9K 0.01%
341
186
$50.4K 0.01%
500
187
$50K 0.01%
394
188
$49.6K 0.01%
5,706
189
$49.3K 0.01%
3,190
190
$48.8K 0.01%
247
191
$47.9K 0.01%
450
192
$47.8K 0.01%
246
+1
193
$47.4K 0.01%
480
-300
194
$47.3K 0.01%
644
195
$46.9K 0.01%
593
196
$46.7K 0.01%
426
-1,205
197
$46.3K 0.01%
1,000
198
$46K 0.01%
420
199
$45.4K 0.01%
86
200
$44.4K 0.01%
1,985
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8
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