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
$342M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.31M
3
+$7.99M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.36M

Top Sells

1
+$7.94M
2
+$3.61M
3
+$2.81M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.56M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.33M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.75%
3 Financials 1.74%
4 Industrials 1.46%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71.7K 0.02%
398
+88
202
$71.5K 0.02%
1,500
203
$69.6K 0.02%
5,850
204
$69.2K 0.02%
1,037
205
$68.2K 0.02%
712
-48
206
$68K 0.02%
1,398
207
$66.8K 0.02%
1,485
-1,958
208
$66.5K 0.02%
727
+55
209
$65.4K 0.02%
1,000
210
$65.3K 0.02%
310
211
$64.4K 0.02%
1,000
212
$63.5K 0.02%
532
213
$63.1K 0.02%
1,541
-2,946
214
$62K 0.02%
5,000
215
$61.9K 0.02%
981
-15
216
$61.5K 0.02%
692
-3
217
$60K 0.02%
477
218
$59.5K 0.02%
202
-80
219
$58.8K 0.02%
967
220
$58K 0.02%
963
+200
221
$55.8K 0.02%
693
222
$55.5K 0.02%
1,619
223
$54.8K 0.02%
720
224
$53.9K 0.02%
115
225
$53.8K 0.02%
471
7 8
9
10 11