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
$152M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.8M
3
+$2.1M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.98M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.17M

Top Sells

1
+$4.8M
2
+$2.97M
3
+$1.99M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.56M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$816K

Sector Composition

1 Consumer Discretionary 10.01%
2 Financials 4.58%
3 Industrials 3.63%
4 Healthcare 2.98%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.02%
270
202
$25K 0.02%
174
203
$25K 0.02%
315
204
$25K 0.02%
579
205
$25K 0.02%
1,500
206
$24K 0.02%
2,149
207
$24K 0.02%
410
208
$24K 0.02%
481
209
$23K 0.02%
1,242
210
$23K 0.02%
412
211
$22K 0.01%
251
212
$22K 0.01%
1,000
213
$22K 0.01%
147
214
$22K 0.01%
273
215
$22K 0.01%
300
216
$21K 0.01%
130
217
$20K 0.01%
148
218
$20K 0.01%
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219
$20K 0.01%
383
220
$19K 0.01%
+437
221
$19K 0.01%
340
222
$19K 0.01%
560
223
$19K 0.01%
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224
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1,000
225
$18K 0.01%
318
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