MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
1-Year Return
9.75%
This Quarter Return
+1.38%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$8.58M
(+6.1%)
Cap. Flow
+$6.98M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
58.24%
Holding
466
New
91
Increased
73
Reduced
64
Closed
43
Top Buys
| 1 |
Fidelity MSCI Real Estate Index ETF
FREL
|
$4.38M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.54M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.1M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.44M |
| 5 |
Verizon
VZ
|
$1.11M |
Top Sells
| 1 |
White Mountains Insurance
WTM
|
$4.39M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.96M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.9M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$2.29M |
| 5 |
Exxon Mobil
XOM
|
$1.23M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Consumer Discretionary | 4.79% |
| 3 | Technology | 3.89% |
| 4 | Healthcare | 3.66% |
| 5 | Industrials | 3.23% |
