MWM
Modera Wealth Management Portfolio holdings
AUM
$8.08B
1-Year Return
16.22%
This Quarter Return
+8.76%
1 Year Return
+16.22%
3 Year Return
+56.6%
5 Year Return
+83.44%
10 Year Return
+111.25%
AUM
$534M
AUM Growth
+$26.4M
(+5.2%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-2.83%
Top 10 Holdings %
Top 10 Hldgs %
69.55%
Holding
149
New
15
Increased
57
Reduced
45
Closed
4
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$7.34M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$2.46M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$1.62M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.3M |
| 5 |
Vanguard Value ETF
VTV
|
$1.28M |
Top Sells
Sector Composition
| 1 | Technology | 2.69% |
| 2 | Healthcare | 2.33% |
| 3 | Industrials | 1.98% |
| 4 | Financials | 1.6% |
| 5 | Consumer Staples | 1.29% |
