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
$401M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.75M
3
+$5.46M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.81M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.24M

Top Sells

1
+$12.9M
2
+$6.01M
3
+$3.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.08M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.68M

Sector Composition

1 Technology 2.72%
2 Financials 0.96%
3 Industrials 0.94%
4 Healthcare 0.85%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41K 0.01%
321
202
$40.7K 0.01%
197
203
$39.8K 0.01%
1,075
+773
204
$39K 0.01%
830
205
$38.9K 0.01%
638
206
$38.6K 0.01%
644
207
$38.5K 0.01%
393
208
$38.5K 0.01%
303
209
$38K 0.01%
220
210
$36.5K 0.01%
429
+23
211
$35.7K 0.01%
156
212
$35.6K 0.01%
510
213
$35.1K 0.01%
300
214
$34.9K 0.01%
150
215
$34.3K 0.01%
51
216
$34.3K 0.01%
214
-105
217
$34.1K 0.01%
1,000
218
$33.9K 0.01%
415
219
$33.7K 0.01%
+650
220
$32.9K 0.01%
610
-718
221
$32.8K 0.01%
321
222
$32.6K 0.01%
137
223
$32.6K 0.01%
75
224
$32.6K 0.01%
288
225
$32.5K 0.01%
397
7 8
9
10 11