MWM
Mascoma Wealth Management Portfolio holdings
AUM
$431M
This Quarter Return
+8.6%
1 Year Return
+9.75%
3 Year Return
+33.18%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
–
Cap. Flow
+$200M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.54%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$22.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$17.9M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$14.9M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$14.9M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$8.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.89% |
| 2 | Communication Services | 2.78% |
| 3 | Healthcare | 2.05% |
| 4 | Industrials | 1.65% |
| 5 | Consumer Staples | 0.75% |
