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
$232M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.85M
3
+$5.94M
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$5.43M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$3.39M

Top Sells

1
+$7.93M
2
+$6.71M
3
+$5.14M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$4.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.29M

Sector Composition

1 Technology 3.85%
2 Healthcare 2.68%
3 Communication Services 2.67%
4 Industrials 2.47%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$52K 0.02%
+736
202
$52K 0.02%
+1,000
203
$52K 0.02%
+622
204
$51K 0.02%
+471
205
$50K 0.02%
+1,400
206
$50K 0.02%
+400
207
$50K 0.02%
+1,398
208
$48K 0.02%
+3,450
209
$48K 0.02%
+221
210
$47K 0.02%
+604
211
$47K 0.02%
+518
212
$47K 0.02%
+195
213
$46K 0.02%
+1,753
214
$46K 0.02%
+623
215
$46K 0.02%
+1,050
216
$45K 0.02%
+1,702
217
$45K 0.02%
+302
218
$45K 0.02%
+937
219
$45K 0.02%
+302
220
$44K 0.02%
+791
221
$44K 0.02%
+1,493
222
$43K 0.02%
+500
223
$43K 0.02%
+278
224
$42K 0.02%
+619
225
$42K 0.02%
+562
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9
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