MWAC

Mariner Wealth Advisors (Cincinnati) Portfolio holdings

AUM $1.81B
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$36.3M
3
+$34.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$31.3M
5
V icon
Visa
V
+$24.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.92%
2 Healthcare 13.27%
3 Industrials 10.85%
4 Consumer Staples 8.65%
5 Energy 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$214K 0.02%
+5,942
227
$212K 0.02%
+15,041
228
$210K 0.02%
+2,688
229
$210K 0.02%
+8,792
230
$208K 0.02%
+1,926
231
$208K 0.02%
+3,550
232
$206K 0.02%
+1,822
233
$204K 0.02%
+4,771
234
$204K 0.02%
+15,837
235
$197K 0.02%
+10,998
236
$191K 0.02%
+11,850
237
$177K 0.02%
+18,045
238
$146K 0.01%
+14,815
239
$136K 0.01%
+10,136
240
$135K 0.01%
+10,925
241
$134K 0.01%
+10,188
242
$26K ﹤0.01%
+24,500
243
$13K ﹤0.01%
+11,000
6 7 8 9
10