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
$195M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$28.4M
3
+$16.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.8%
2 Healthcare 1.16%
3 Industrials 1.06%
4 Energy 1%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$110K 0.06%
+20,702
52
$38K 0.02%
+1,130
1 2
3