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
$504M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.2M
3
+$14M
4
COR icon
Cencora
COR
+$13.9M
5
V icon
Visa
V
+$13.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.43%
2 Healthcare 14.6%
3 Industrials 14.22%
4 Technology 12.68%
5 Consumer Staples 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.54M 1.89%
+273,380
27
$9.48M 1.88%
+155,191
28
$9.38M 1.86%
+130,281
29
$9.35M 1.85%
+304,591
30
$8.84M 1.75%
+269,920
31
$8.74M 1.73%
+100,664
32
$8.69M 1.72%
+763,372
33
$8.56M 1.7%
+100,117
34
$8.4M 1.66%
+84,806
35
$8.35M 1.66%
+97,262
36
$7.38M 1.46%
+103,040
37
$7.18M 1.42%
+147,294
38
$7.12M 1.41%
+86,262
39
$5.74M 1.14%
+63,479
40
$5.63M 1.12%
+88,200
41
$5.08M 1.01%
+56,727
42
$4.28M 0.85%
+195,008
43
$4.04M 0.8%
+48,167
44
$3.97M 0.79%
+96,247
45
$3.95M 0.78%
+65,379
46
$3.9M 0.77%
+21,361
47
$3.56M 0.71%
+87,756
48
$2.84M 0.56%
+64,219
49
$2.34M 0.46%
+98,980
50
$2.14M 0.42%
+24,738
1
2
3 4 5