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
$351M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.3M
3
+$5.81M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$3.19M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$686K

Top Sells

1
+$6.02M
2
+$4M
3
+$1.31M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Technology 2.83%
2 Healthcare 1.24%
3 Industrials 0.91%
4 Financials 0.81%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39.3K 0.01%
321
-100
202
$38.9K 0.01%
830
203
$38.9K 0.01%
644
204
$38.8K 0.01%
160
205
$38.6K 0.01%
156
206
$37.9K 0.01%
298
-35
207
$37K 0.01%
111
-11
208
$36.7K 0.01%
675
209
$36.2K 0.01%
408
-179
210
$35.5K 0.01%
371
211
$35.2K 0.01%
929
212
$35K 0.01%
646
213
$34.6K 0.01%
510
214
$34.4K 0.01%
100
-38
215
$34.1K 0.01%
406
216
$34K 0.01%
799
-4,813
217
$33.9K 0.01%
531
-56
218
$33.8K 0.01%
1,335
219
$33.6K 0.01%
414
220
$33K 0.01%
155
221
$33K 0.01%
288
222
$32.6K 0.01%
1,250
-2,150
223
$32.3K 0.01%
155
224
$32K 0.01%
397
225
$31.7K 0.01%
415
7 8
9
10 11