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
$258M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.48M
3
+$1.35M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$855K

Top Sells

1
+$1.29M
2
+$753K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$378K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$272K

Sector Composition

1 Technology 3.6%
2 Healthcare 2.17%
3 Communication Services 2.07%
4 Industrials 2.05%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$52K 0.02%
+196
202
$52K 0.02%
+672
203
$52K 0.02%
+471
204
$52K 0.02%
+1,451
205
$51K 0.02%
+304
206
$51K 0.02%
+518
207
$51K 0.02%
+1,367
208
$50K 0.02%
+622
209
$48K 0.02%
+900
210
$47K 0.02%
+2,250
211
$47K 0.02%
+200
212
$47K 0.02%
+791
213
$46K 0.02%
+1,753
214
$45K 0.02%
+594
215
$45K 0.02%
+192
216
$45K 0.02%
+1,702
217
$44K 0.02%
+160
218
$44K 0.02%
+555
219
$44K 0.02%
+500
220
$44K 0.02%
+562
221
$42K 0.02%
+1,495
222
$42K 0.02%
+1,250
223
$42K 0.02%
+769
224
$41K 0.02%
+250
225
$41K 0.02%
+1,517
7 8
9
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