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
51
$6.73M 0.66%
+167,956
52
$6.54M 0.64%
+83,901
53
$6.44M 0.63%
+494,424
54
$5.88M 0.57%
+108,088
55
$5.27M 0.51%
+116,565
56
$5.16M 0.5%
+298,556
57
$4.95M 0.48%
+188,172
58
$4.85M 0.47%
+87,362
59
$4.26M 0.42%
+62,735
60
$3.9M 0.38%
+72,988
61
$3.69M 0.36%
+18,074
62
$3.6M 0.35%
+91,813
63
$3.42M 0.33%
+83,477
64
$3.4M 0.33%
+100,845
65
$3.37M 0.33%
+34,969
66
$3.31M 0.32%
+38,928
67
$3.25M 0.32%
+124,160
68
$3.07M 0.3%
+100,180
69
$2.99M 0.29%
+110,097
70
$2.94M 0.29%
+44,476
71
$2.82M 0.28%
+18,861
72
$2.8M 0.27%
+21,138
73
$2.76M 0.27%
+30,486
74
$2.68M 0.26%
+89,024
75
$2.58M 0.25%
+33,204
1 2
3
4 5