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MWAN

Mariner Wealth Advisors (NYC) Portfolio holdings

AUM $209M
This Fund
S&P 500
This Quarter Est. Return
+1.17%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow %
100.09%
Top 10 Hldgs %
74.53%
Holding
772
New
770
Increased
–
Reduced
–
Closed
–

Top Buys

1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$25.8M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.8M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$18M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$17.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.79%
2 Healthcare 2.13%
3 Consumer Staples 1.24%
4 Industrials 1.23%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAM
576
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$4K ﹤0.01%
+86
New +$3.92K
A icon
577
Agilent Technologies
A
$38.2B
$3K ﹤0.01%
+62
New +$2.51K
AMP icon
578
Ameriprise Financial
AMP
$46.5B
$3K ﹤0.01%
+23
New +$3.03K
BALL icon
579
Ball Corp
BALL
$16.1B
$3K ﹤0.01%
+92
New +$3.19K
BTI icon
580
British American Tobacco
BTI
$126B
$3K ﹤0.01%
+64
New +$3.55K
CINF icon
581
Cincinnati Financial
CINF
$27.9B
$3K ﹤0.01%
+57
New +$2.98K
CNQ icon
582
Canadian Natural Resources
CNQ
$88.9B
$3K ﹤0.01%
+186
New +$2.66K
CSX icon
583
CSX Corp
CSX
$92.7B
$3K ﹤0.01%
+267
New +$3.07K
CYH icon
584
Community Health Systems
CYH
$458M
$3K ﹤0.01%
+75
New +$3.11K
DBEU icon
585
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$760M
$3K ﹤0.01%
+115
New +$3.21K
EQNR icon
586
Equinor
EQNR
$85.6B
$3K ﹤0.01%
+151
New +$2.69K
EQR icon
587
Equity Residential
EQR
$25.8B
$3K ﹤0.01%
+33
New +$2.58K
EQT icon
588
EQT Corp
EQT
$31B
$3K ﹤0.01%
+70
New +$2.97K
ERIC icon
589
Ericsson
ERIC
$33.3B
$3K ﹤0.01%
+255
New +$3.19K
HL icon
590
Hecla Mining
HL
$10.5B
$3K ﹤0.01%
+1,000
New +$3.18K
PPLI
591
People Inc
PPLI
$3.39B
$3K ﹤0.01%
+229
New +$2.65K
INTU icon
592
Intuit
INTU
$77.6B
$3K ﹤0.01%
+32
New +$2.97K
IP icon
593
International Paper
IP
$19.3B
$3K ﹤0.01%
+55
New +$2.85K
IWN icon
594
iShares Russell 2000 Value ETF
IWN
$14.3B
$3K ﹤0.01%
+33
New +$3.33K
IX icon
595
ORIX
IX
$43.7B
$3K ﹤0.01%
+210
New +$2.75K
JNPR
596
DELISTED
Juniper Networks
JNPR
$3K ﹤0.01%
+114
New +$2.63K
LBRDK icon
597
Liberty Broadband Class C
LBRDK
$4.34B
$3K ﹤0.01%
+55
New +$2.79K
LYB icon
598
LyondellBasell Industries
LYB
$18.8B
$3K ﹤0.01%
+33
New +$2.77K
MKC icon
599
McCormick & Company Non-Voting
MKC
$14.3B
$3K ﹤0.01%
+66
New +$2.45K
MUR icon
600
Murphy Oil
MUR
$4.98B
$3K ﹤0.01%
+60
New +$2.9K
22 23
24
25 26

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