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
$148M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.54M
3
+$2.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.44M
5
VZ icon
Verizon
VZ
+$1.11M

Top Sells

1
+$4.39M
2
+$3.96M
3
+$2.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.29M
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28K 0.02%
560
-100
202
$28K 0.02%
500
203
$27K 0.02%
206
+13
204
$27K 0.02%
1,512
205
$27K 0.02%
+1,800
206
$27K 0.02%
339
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207
$26K 0.02%
591
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208
$26K 0.02%
740
209
$26K 0.02%
1,347
210
$26K 0.02%
205
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211
$26K 0.02%
206
212
$25K 0.02%
467
213
$25K 0.02%
235
214
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215
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216
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217
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218
$24K 0.02%
283
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219
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$24K 0.02%
240
223
$23K 0.02%
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224
$23K 0.02%
600
225
$23K 0.02%
131
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7 8
9
10 11