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
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.35M
3
+$2.89M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.09M

Top Sells

1
+$6.99M
2
+$3.02M
3
+$2.9M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$999K
5
INTF icon
iShares International Equity Factor ETF
INTF
+$574K

Sector Composition

1 Industrials 4.81%
2 Technology 3.65%
3 Healthcare 3.5%
4 Communication Services 3%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$30K 0.02%
1,500
202
$29K 0.02%
550
203
$29K 0.02%
3,149
+1,000
204
$29K 0.02%
1,250
205
$29K 0.02%
684
206
$29K 0.02%
1,420
207
$28K 0.02%
250
208
$28K 0.02%
820
-900
209
$28K 0.02%
167
210
$27K 0.02%
251
+151
211
$27K 0.02%
273
212
$26K 0.02%
435
213
$26K 0.02%
579
214
$26K 0.02%
+900
215
$25K 0.02%
270
216
$25K 0.02%
174
217
$25K 0.02%
1,000
218
$24K 0.02%
340
219
$24K 0.02%
315
220
$24K 0.02%
600
221
$24K 0.02%
300
222
$24K 0.02%
412
223
$24K 0.02%
800
224
$23K 0.02%
410
225
$23K 0.02%
130
7 8
9
10 11