Modera Wealth Management, LLC
CIK Number: 0001542143
7.86B
Market Value
556
# of Holdings
13 months
Avg. Holding Period
75.63%
Win Rate
52.41%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Eqt Corp | 48.15 | +1.06% | 15.35M | +100.00% | 562.49M | 36.64 | 7.16% | |
| 2 | Vanguard Index ... | 413.06 | -1.93% | 1.13M | +3.65% | 434.65M | 284.25 | 5.53% | |
| 3 | Vanguard Tax-Ma... | 48.31 | -0.32% | 5.54M | -1.64% | 292.58M | 46.08 | 3.72% | |
| 4 | Vanguard Specia... | 195.14 | -0.38% | 1.37M | +4.57% | 272.06M | 135.82 | 3.46% | |
| 5 | Vanguard Index ... | 169.99 | -0.08% | 1.51M | +5.91% | 263.04M | 131.72 | 3.35% |
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