MWM

Mascoma Wealth Management Portfolio holdings

AUM $466M
1-Year Est. Return 12.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.42M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.23M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$905K

Top Sells

1
+$3.75M
2
+$496K
3
+$494K
4
MSFT icon
Microsoft
MSFT
+$422K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$311K

Sector Composition

1 Technology 2.82%
2 Industrials 1%
3 Financials 0.89%
4 Healthcare 0.63%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$44.2K 0.01%
830
202
$41K 0.01%
1,034
-1,298
203
$40.8K 0.01%
1,075
204
$40.6K 0.01%
321
205
$40.4K 0.01%
220
206
$40K 0.01%
288
207
$39.7K 0.01%
753
208
$39.6K 0.01%
111
209
$39.4K 0.01%
510
210
$39.4K 0.01%
150
211
$39K 0.01%
321
212
$38.2K 0.01%
214
213
$37.4K 0.01%
137
214
$37.4K 0.01%
51
215
$37.3K 0.01%
406
-23
216
$36.6K 0.01%
610
217
$36.1K 0.01%
523
-200
218
$36K 0.01%
393
219
$35.7K 0.01%
1,035
220
$35.4K 0.01%
300
221
$35.2K 0.01%
66
222
$34.4K 0.01%
166
223
$33.6K 0.01%
415
224
$32.9K 0.01%
397
225
$32.3K 0.01%
3,075
7 8
9
10 11