MWAM
Mariner Wealth Advisors (Madison) Portfolio holdings
AUM
$248M
This Quarter Return
+3.28%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
+$23.4M
(+10%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
6.34%
Top 10 Holdings %
Top 10 Hldgs %
62.41%
Holding
176
New
51
Increased
43
Reduced
19
Closed
4
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$9.39M |
| 2 |
iShares MSCI Mexico ETF
EWW
|
$8.44M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$957K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$851K |
| 5 |
Suburban Propane Partners
SPH
|
$814K |
Top Sells
| 1 |
iShares Latin America 40 ETF
ILF
|
$9.21M |
| 2 |
SPDR S&P Emerging Markets Small Cap ETF
EWX
|
$707K |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$451K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$365K |
| 5 |
MiMedx Group
MDXG
|
$226K |
Sector Composition
| 1 | Real Estate | 8.27% |
| 2 | Industrials | 3.27% |
| 3 | Healthcare | 1.04% |
| 4 | Financials | 0.94% |
| 5 | Consumer Discretionary | 0.71% |
