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
$315M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$3.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.02M

Top Sells

1
+$4.52M
2
+$2.01M
3
+$1.93M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.13M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.11M

Sector Composition

1 Technology 2.83%
2 Healthcare 2.03%
3 Financials 1.82%
4 Industrials 1.42%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.7K 0.02%
840
202
$67.5K 0.02%
1,500
203
$66K 0.02%
756
+250
204
$63.9K 0.02%
571
205
$63.7K 0.02%
760
206
$63.2K 0.02%
532
207
$62.3K 0.02%
1,398
208
$61.9K 0.02%
467
209
$61.7K 0.02%
2,915
210
$59.9K 0.02%
245
211
$59.6K 0.02%
967
212
$59K 0.02%
115
-125
213
$57.6K 0.02%
996
-800
214
$57.3K 0.02%
5,000
215
$57K 0.02%
672
216
$57K 0.02%
1,000
217
$54.7K 0.02%
1,311
218
$54.6K 0.02%
967
219
$54.3K 0.02%
1,314
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220
$53.7K 0.02%
693
221
$53.2K 0.02%
1,619
222
$52.9K 0.02%
+755
223
$52.5K 0.02%
156
-41
224
$51.7K 0.02%
705
225
$51.4K 0.02%
310
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9
10 11