MWM

Modera Wealth Management Portfolio holdings

AUM $8.63B
1-Year Est. Return 17.95%
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$672M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$24.6M
3
+$23M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$22.9M
5
VUG icon
Vanguard Growth ETF
VUG
+$22.3M

Top Sells

1
+$8.4M
2
+$1.93M
3
+$1.56M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.22M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M

Sector Composition

1 Technology 5.07%
2 Financials 3.7%
3 Consumer Discretionary 2.72%
4 Industrials 1.85%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$310K 0.01%
+6,579
402
$310K 0.01%
+1,218
403
$309K 0.01%
+4,149
404
$308K 0.01%
+1,779
405
$307K 0.01%
+2,542
406
$307K 0.01%
+4,448
407
$307K 0.01%
+2,754
408
$306K 0.01%
+7,209
409
$306K 0.01%
+914
410
$305K 0.01%
+1,514
411
$304K 0.01%
3,900
+136
412
$300K 0.01%
+3,544
413
$299K 0.01%
+10,930
414
$298K 0.01%
+1,439
415
$298K 0.01%
+1,783
416
$298K 0.01%
+2,572
417
$297K 0.01%
+5,065
418
$297K 0.01%
+3,330
419
$296K 0.01%
+5,868
420
$295K 0.01%
+3,517
421
$294K 0.01%
+9,737
422
$294K 0.01%
+2,586
423
$294K 0.01%
+3,374
424
$292K 0.01%
+3,981
425
$292K 0.01%
+4,116
15 16
17
18 19