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
76
$661K 0.13%
+85,500
77
$580K 0.12%
+16,776
78
$559K 0.11%
+14,908
79
$492K 0.1%
+13,621
80
$470K 0.09%
+10,488
81
$463K 0.09%
+5,925
82
$437K 0.09%
+4,127
83
$434K 0.09%
+16,322
84
$426K 0.08%
+33,120
85
$425K 0.08%
+29,835
86
$401K 0.08%
+11,452
87
$376K 0.07%
+9,160
88
$357K 0.07%
+16,500
89
$347K 0.07%
+9,233
90
$342K 0.07%
+6,070
91
$332K 0.07%
+6,295
92
$320K 0.06%
+4,137
93
$320K 0.06%
+11,212
94
$320K 0.06%
+5,734
95
$307K 0.06%
+6,688
96
$307K 0.06%
+4,549
97
$304K 0.06%
+3,510
98
$302K 0.06%
+4,385
99
$299K 0.06%
+3,515
100
$297K 0.06%
+3,655