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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$12.3M
3
+$9.24M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$9.15M
5
BBBY
Bed Bath & Beyond
BBBY
+$7.68M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 6.51%
3 Technology 3.4%
4 Industrials 3.19%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K 0.02%
+198
202
$23K 0.02%
+206
203
$22K 0.02%
+412
204
$22K 0.02%
+250
205
$22K 0.02%
+335
206
$22K 0.02%
+740
207
$21K 0.02%
+206
208
$21K 0.02%
+251
209
$20K 0.01%
+204
210
$20K 0.01%
+240
211
$20K 0.01%
+147
212
$20K 0.01%
+200
213
$20K 0.01%
+398
214
$20K 0.01%
+328
215
$20K 0.01%
+193
216
$20K 0.01%
+270
217
$19K 0.01%
+188
218
$19K 0.01%
+400
219
$19K 0.01%
+125
220
$19K 0.01%
+600
221
$19K 0.01%
+1,500
222
$18K 0.01%
+100
223
$18K 0.01%
+125
224
$18K 0.01%
+50
225
$18K 0.01%
+1,000
7 8
9
10 11