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
$252M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.43M
3
+$890K
4
VTV icon
Vanguard Value ETF
VTV
+$571K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$528K

Top Sells

1
+$2.96M
2
+$1.96M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.28M
5
TD icon
Toronto Dominion Bank
TD
+$1.27M

Sector Composition

1 Communication Services 1.07%
2 Healthcare 0.75%
3 Industrials 0.72%
4 Energy 0.68%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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88
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-9,583
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4