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
101
$292K 0.06%
+7,075
102
$289K 0.06%
+3,058
103
$289K 0.06%
+3,980
104
$289K 0.06%
+19,375
105
$282K 0.06%
+3,773
106
$281K 0.06%
+3,720
107
$266K 0.05%
+8,199
108
$262K 0.05%
+5,043
109
$254K 0.05%
+3,670
110
$248K 0.05%
+7,565
111
$243K 0.05%
+9,977
112
$240K 0.05%
+14,035
113
$236K 0.05%
+7,240
114
$235K 0.05%
+9,679
115
$228K 0.05%
+5,552
116
$228K 0.05%
+14,322
117
$221K 0.04%
+12,810
118
$218K 0.04%
+3,502
119
$217K 0.04%
+3,457
120
$216K 0.04%
+4,020
121
$213K 0.04%
+2,578
122
$208K 0.04%
+2,858
123
$0 ﹤0.01%
+61,400
1 2 3 4
5