MWM
Modera Wealth Management Portfolio holdings
AUM
$8.08B
This Quarter Return
+4%
1 Year Return
+16.22%
3 Year Return
+56.6%
5 Year Return
+83.44%
10 Year Return
+111.25%
AUM
$220M
AUM Growth
+$220M
(-13%)
Cap. Flow
-$40.1M
Cap. Flow
% of AUM
-18.23%
Top 10 Holdings %
Top 10 Hldgs %
80.05%
Holding
68
New
4
Increased
26
Reduced
26
Closed
5
Top Buys
| 1 |
VanEck International High Yield Bond ETF
IHY
|
$2.53M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$2.42M |
| 3 |
iShares Gold Trust
IAU
|
$1.17M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.05M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$884K |
Top Sells
Sector Composition
| 1 | Communication Services | 1.23% |
| 2 | Energy | 1.12% |
| 3 | Healthcare | 0.91% |
| 4 | Industrials | 0.82% |
| 5 | Consumer Staples | 0.75% |
