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
$377M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.98M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.19M

Top Sells

1
+$696K
2
+$564K
3
+$553K
4
DVY icon
iShares Select Dividend ETF
DVY
+$550K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$346K

Sector Composition

1 Technology 2.95%
2 Healthcare 1.04%
3 Industrials 0.88%
4 Financials 0.81%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46.4K 0.01%
180
+20
202
$46.4K 0.01%
1,840
203
$45.5K 0.01%
332
-20
204
$44.5K 0.01%
15
205
$44K 0.01%
443
+122
206
$42.7K 0.01%
303
207
$41.6K 0.01%
588
+57
208
$41.2K 0.01%
247
209
$40.7K 0.01%
755
-390
210
$40.6K 0.01%
75
-40
211
$40.6K 0.01%
1,566
212
$40.5K 0.01%
119
-55
213
$40.4K 0.01%
681
214
$38.9K 0.01%
300
215
$38.1K 0.01%
830
216
$36.5K 0.01%
156
217
$36.1K 0.01%
264
-859
218
$35.4K 0.01%
644
219
$34.8K 0.01%
341
-67
220
$34.8K 0.01%
155
221
$34.5K 0.01%
510
222
$34.1K 0.01%
298
223
$34K 0.01%
1,008
224
$33.4K 0.01%
955
225
$33.3K 0.01%
288
7 8
9
10 11