MWAM

Mariner Wealth Advisors (Madison) Portfolio holdings

AUM $248M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$9.39M
2 +$8.44M
3 +$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$851K
5
SPH icon
Suburban Propane Partners
SPH
+$814K

Top Sells

1 +$9.21M
2 +$707K
3 +$451K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$365K
5
MDXG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLY
176
DELISTED
Fly Leasing Limited
FLY
-980