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
$1.54B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$22.4M
3
+$18.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$16.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$15.6M

Top Sells

1
+$5.88M
2
+$5.72M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.07M

Sector Composition

1 Financials 3.05%
2 Technology 2.39%
3 Consumer Discretionary 1.21%
4 Healthcare 1.06%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$416K 0.03%
3,313
-95
152
$414K 0.03%
548
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153
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154
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156
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157
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162
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164
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165
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169
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171
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172
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2,308
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173
$324K 0.02%
5,381
174
$323K 0.02%
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175
$321K 0.02%
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