MWM
Modera Wealth Management Portfolio holdings
AUM
$8.08B
This Quarter Return
+3.56%
1 Year Return
+16.22%
3 Year Return
+56.6%
5 Year Return
+83.44%
10 Year Return
+111.25%
AUM
$464M
AUM Growth
+$464M
(+4.5%)
Cap. Flow
+$5.57M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
73.66%
Holding
140
New
7
Increased
44
Reduced
57
Closed
8
Top Buys
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$783K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$537K |
| 3 |
iShares Gold Trust
IAU
|
$403K |
| 4 |
Invesco QQQ Trust
QQQ
|
$359K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$293K |
Sector Composition
| 1 | Technology | 2.29% |
| 2 | Industrials | 2.25% |
| 3 | Healthcare | 2.19% |
| 4 | Financials | 2.04% |
| 5 | Consumer Staples | 1.7% |
