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

Top Buys

1
+$11.1M
2
+$7.89M
3
+$5.92M
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$5.65M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$3.39M

Top Sells

1
+$8.12M
2
+$6.59M
3
+$5.18M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$4.66M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.43M

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%
+622
202
$52K 0.02%
+1,000
203
$52K 0.02%
+736
204
$51K 0.02%
+471
205
$50K 0.02%
+1,398
206
$50K 0.02%
+400
207
$50K 0.02%
+1,400
208
$48K 0.02%
+221
209
$48K 0.02%
+3,450
210
$47K 0.02%
+195
211
$47K 0.02%
+518
212
$47K 0.02%
+604
213
$46K 0.02%
+1,050
214
$46K 0.02%
+623
215
$46K 0.02%
+1,753
216
$45K 0.02%
+302
217
$45K 0.02%
+937
218
$45K 0.02%
+302
219
$45K 0.02%
+1,702
220
$44K 0.02%
+1,493
221
$44K 0.02%
+791
222
$43K 0.02%
+278
223
$43K 0.02%
+500
224
$42K 0.02%
+562
225
$42K 0.02%
+619
7 8
9
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