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
51
$2.12M 0.42%
+64,577
52
$2.07M 0.41%
+51,319
53
$2M 0.4%
+32,463
54
$1.85M 0.37%
+27,547
55
$1.82M 0.36%
+29,040
56
$1.64M 0.33%
+30,152
57
$1.44M 0.29%
+101,612
58
$1.39M 0.28%
+66,670
59
$1.35M 0.27%
+38,235
60
$1.33M 0.26%
+36,812
61
$1.32M 0.26%
+41,530
62
$1.23M 0.24%
+30,128
63
$1.13M 0.22%
+45,573
64
$1.04M 0.21%
+12,315
65
$935K 0.19%
+34,954
66
$830K 0.16%
+7,414
67
$769K 0.15%
+17,210
68
$769K 0.15%
+7,785
69
$769K 0.15%
+15,429
70
$766K 0.15%
+25,980
71
$764K 0.15%
+22,175
72
$737K 0.15%
+8,697
73
$727K 0.14%
+16,466
74
$670K 0.13%
+16,705
75
$664K 0.13%
+7,986
1 2
3
4 5