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
$402M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$2.43M
3
+$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.94M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M

Top Sells

1
+$7.48M
2
+$3.11M
3
+$638K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$374K

Sector Composition

1 Technology 2.78%
2 Healthcare 0.97%
3 Industrials 0.91%
4 Financials 0.84%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46.4K 0.01%
1,000
-1,185
202
$44.5K 0.01%
197
-32
203
$44.5K 0.01%
300
204
$43.8K 0.01%
755
205
$43.1K 0.01%
242
+32
206
$43K 0.01%
119
207
$42.7K 0.01%
444
+1
208
$41.3K 0.01%
200
-20
209
$40.7K 0.01%
644
210
$40.5K 0.01%
830
211
$39.7K 0.01%
240
-55
212
$39K 0.01%
75
213
$38.5K 0.01%
455
-133
214
$38.4K 0.01%
111
215
$37.6K 0.01%
156
216
$37K 0.01%
510
217
$36.6K 0.01%
288
218
$36.5K 0.01%
331
-188
219
$35.8K 0.01%
406
220
$35.3K 0.01%
120
-5
221
$34.5K 0.01%
215
222
$34.4K 0.01%
415
223
$34.3K 0.01%
955
224
$34.1K 0.01%
137
225
$33.5K 0.01%
150
7 8
9
10 11