MWM
Modera Wealth Management Portfolio holdings
AUM
$8.08B
This Quarter Return
-0.66%
1 Year Return
+16.22%
3 Year Return
+56.6%
5 Year Return
+83.44%
10 Year Return
+111.25%
AUM
$482M
AUM Growth
+$482M
(+3.9%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
75.3%
Holding
137
New
5
Increased
59
Reduced
50
Closed
5
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$41.9M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.33M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$2.15M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$1.36M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.08M |
Top Sells
Sector Composition
| 1 | Technology | 2.32% |
| 2 | Healthcare | 2.19% |
| 3 | Industrials | 2.05% |
| 4 | Financials | 1.85% |
| 5 | Consumer Staples | 1.41% |
