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
$320M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.36M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Top Sells

1
+$1.62M
2
+$878K
3
+$513K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K
5
VZ icon
Verizon
VZ
+$300K

Sector Composition

1 Technology 3%
2 Healthcare 1.63%
3 Industrials 0.98%
4 Communication Services 0.89%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46.1K 0.01%
4,107
202
$44.3K 0.01%
500
203
$43.1K 0.01%
+285
204
$42.6K 0.01%
2,833
205
$42.3K 0.01%
155
206
$42.2K 0.01%
736
+127
207
$40.3K 0.01%
156
208
$40.2K 0.01%
1,974
-1,440
209
$39.9K 0.01%
333
+88
210
$39.9K 0.01%
2,199
211
$38.8K 0.01%
644
212
$38.2K 0.01%
190
-31
213
$38.1K 0.01%
+15
214
$37.6K 0.01%
+95
215
$37.6K 0.01%
138
216
$37.5K 0.01%
646
217
$36.5K 0.01%
+247
218
$35.3K 0.01%
1,566
219
$33.5K 0.01%
300
220
$33.5K 0.01%
1,840
221
$32.8K 0.01%
+2,250
222
$32.6K 0.01%
303
+235
223
$32.1K 0.01%
754
-520
224
$32K 0.01%
150
225
$31.9K 0.01%
857
7 8
9
10 11