MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$63K 0.01%
242
177
$62.2K 0.01%
618
178
$59.9K 0.01%
839
179
$59.5K 0.01%
1,895
180
$59.4K 0.01%
480
181
$59.1K 0.01%
519
182
$57.3K 0.01%
341
183
$56.2K 0.01%
545
184
$55.6K 0.01%
394
185
$54.1K 0.01%
472
+27
186
$53.9K 0.01%
+219
187
$53.8K 0.01%
902
+100
188
$52.9K 0.01%
312
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189
$52.8K 0.01%
86
190
$51.8K 0.01%
140
-6
191
$51.5K 0.01%
500
192
$51.5K 0.01%
644
193
$51.2K 0.01%
5,706
194
$50.8K 0.01%
+500
195
$50.7K 0.01%
3,190
196
$50.5K 0.01%
426
197
$49K 0.01%
248
+2
198
$48.1K 0.01%
450
199
$46.8K 0.01%
420
200
$46.4K 0.01%
1,000
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