MWAM
Mariner Wealth Advisors (Madison) Portfolio holdings
AUM
$248M
This Quarter Return
-4.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.41%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 9% |
| 2 | Industrials | 3% |
| 3 | Healthcare | 1.21% |
| 4 | Consumer Discretionary | 0.7% |
| 5 | Financials | 0.6% |
