MWM

Modera Wealth Management Portfolio holdings

AUM $8.64B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$22.2M
3
+$17.3M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$16.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$15.6M

Top Sells

1
+$5.72M
2
+$5.63M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M

Sector Composition

1 Financials 3.05%
2 Technology 2.39%
3 Consumer Discretionary 1.21%
4 Healthcare 1.06%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.01%
12,656
227
$35K ﹤0.01%
10,138
+104
228
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229
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231
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235
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238
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239
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240
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241
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242
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243
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244
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248
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7 8 9
10
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