MWM

Mascoma Wealth Management Portfolio holdings

AUM $484M
1-Year Est. Return 11.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$636K
3
+$632K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$563K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K

Top Sells

1
+$621K
2
+$475K
3
+$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$382K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$346K

Sector Composition

1 Technology 3.03%
2 Financials 1.08%
3 Industrials 1%
4 Healthcare 0.77%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$44.4K 0.01%
1,985
202
$43.6K 0.01%
160
-26
203
$43.1K 0.01%
150
204
$42.8K 0.01%
753
205
$42.6K 0.01%
1,075
206
$42.1K 0.01%
510
207
$40.2K 0.01%
610
208
$39.6K 0.01%
111
209
$39.4K 0.01%
523
210
$39.2K 0.01%
159
-125
211
$39.2K 0.01%
406
212
$39.1K 0.01%
166
213
$38.5K 0.01%
300
214
$37.8K 0.01%
1,035
215
$37.8K 0.01%
281
-40
216
$37.6K 0.01%
718
-112
217
$37.3K 0.01%
445
-148
218
$36.4K 0.01%
90
-85
219
$36.2K 0.01%
215
-5
220
$35.8K 0.01%
75
221
$35.7K 0.01%
137
222
$34.3K 0.01%
455
223
$34.1K 0.01%
414
224
$33.5K 0.01%
575
225
$33.4K 0.01%
647
7 8
9
10 11