MWAN
Mariner Wealth Advisors (NYC) Portfolio holdings
AUM
$209M
This Quarter Return
+1.17%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
–
Cap. Flow
+$209M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.53%
Holding
772
New
770
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$25.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$24.8M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$18.6M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$17.3M |
| 5 |
Invesco DB Commodity Index Tracking Fund
DBC
|
+$16.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.79% |
| 2 | Healthcare | 2.13% |
| 3 | Consumer Staples | 1.24% |
| 4 | Industrials | 1.22% |
| 5 | Consumer Discretionary | 1.1% |
