MWM
Modera Wealth Management Portfolio holdings
AUM
$8.08B
1-Year Return
16.22%
This Quarter Return
-23.19%
1 Year Return
+16.22%
3 Year Return
+56.6%
5 Year Return
+83.44%
10 Year Return
+111.25%
AUM
$477M
AUM Growth
-$163M
(-25%)
Cap. Flow
-$42.3M
Cap. Flow
% of AUM
-8.86%
Top 10 Holdings %
Top 10 Hldgs %
64.32%
Holding
165
New
17
Increased
87
Reduced
27
Closed
17
Top Buys
| 1 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$33.1M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$14.7M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$12.3M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.09M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$4.62M |
Top Sells
Sector Composition
| 1 | Financials | 5.52% |
| 2 | Technology | 3.94% |
| 3 | Industrials | 1.96% |
| 4 | Healthcare | 1.59% |
| 5 | Consumer Staples | 1.44% |
