MWM
Modera Wealth Management Portfolio holdings
AUM
$8.08B
This Quarter Return
-13.95%
1 Year Return
+16.22%
3 Year Return
+56.6%
5 Year Return
+83.44%
10 Year Return
+111.25%
AUM
$2.1B
AUM Growth
-$160M
(-7.1%)
Cap. Flow
+$163M
Cap. Flow
% of AUM
7.78%
Top 10 Holdings %
Top 10 Hldgs %
43.76%
Holding
369
New
17
Increased
103
Reduced
189
Closed
36
Top Buys
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$95.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$32.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$14.7M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$11.1M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$9.84M |
Top Sells
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Financials | 2.58% |
| 3 | Healthcare | 1.56% |
| 4 | Consumer Discretionary | 1.35% |
| 5 | Industrials | 1.3% |
