Modera Wealth Management, LLC
CIK Number: 0001542143
8.28B
Market Value
599
# of Holdings
13 months
Avg. Holding Period
31.97%
Win Rate
44.71%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | EQT | EQT Corporation | 50.98 | +0.25% | 15.35M | +0.00% | 707.89M | 36.64 | 8.55% |
| 2 | VUG | Vanguard Growth... | 351.85 | +0.18% | 1.14M | +0.96% | 469.12M | 285.46 | 5.66% |
| 3 | VEA | Vanguard Develo... | 50.70 | +0.98% | 5.79M | +4.49% | 276.82M | 46.16 | 3.34% |
| 4 | VTV | Vanguard Value ... | 161.78 | +0.25% | 1.63M | +8.25% | 276.14M | 134.59 | 3.33% |
| 5 | VIG | Vanguard Divide... | 183.88 | +0.42% | 1.39M | +1.33% | 272.58M | 136.61 | 3.29% |
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