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
772
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 | Industrials | 1.26% |
| 4 | Consumer Staples | 1.24% |
| 5 | Consumer Discretionary | 1.1% |
