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
$326M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.67M
3
+$8.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.69M

Top Sells

1
+$10.7M
2
+$7.51M
3
+$7.05M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.32M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.25M

Sector Composition

1 Technology 2.89%
2 Healthcare 1.6%
3 Industrials 1.04%
4 Communication Services 0.93%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$43.9K 0.01%
156
202
$43.8K 0.01%
155
203
$41.8K 0.01%
609
-620
204
$41.4K 0.01%
2,199
205
$41K 0.01%
644
-744
206
$40.6K 0.01%
221
207
$40.2K 0.01%
2,833
-4,581
208
$40.1K 0.01%
1,008
209
$39.2K 0.01%
138
210
$38.9K 0.01%
646
-391
211
$38.5K 0.01%
300
212
$38.3K 0.01%
122
-22
213
$37.8K 0.01%
1,566
214
$36.9K 0.01%
1,201
+176
215
$36.1K 0.01%
857
216
$36K 0.01%
1,327
-173
217
$34.7K 0.01%
1,840
218
$33.5K 0.01%
333
-138
219
$33.2K 0.01%
1,246
+1,035
220
$33.2K 0.01%
675
221
$33K 0.01%
150
-69
222
$32.5K 0.01%
84
223
$32.3K 0.01%
166
224
$32.1K 0.01%
510
-471
225
$31.1K 0.01%
397
-296
7 8
9
10 11