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
$477M
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$14.7M
3
+$12.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$9.09M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.62M

Top Sells

1
+$116M
2
+$23.9M
3
+$2.32M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.08M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$722K

Sector Composition

1 Financials 5.52%
2 Technology 3.94%
3 Industrials 1.96%
4 Healthcare 1.59%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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165
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