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
101
$1.11M 0.11%
+12,660
102
$1.11M 0.11%
+8,415
103
$1.11M 0.11%
+34,374
104
$1.07M 0.1%
+16,180
105
$1.06M 0.1%
+9,394
106
$1.05M 0.1%
+22,393
107
$1.04M 0.1%
+17,322
108
$1.01M 0.1%
+23,905
109
$974K 0.1%
+20,363
110
$971K 0.09%
+16,680
111
$961K 0.09%
+26,160
112
$952K 0.09%
+6,387
113
$939K 0.09%
+17,125
114
$923K 0.09%
+26,795
115
$913K 0.09%
+25,312
116
$875K 0.09%
+23,139
117
$850K 0.08%
+12,592
118
$831K 0.08%
+58,660
119
$812K 0.08%
+6,405
120
$785K 0.08%
+12,578
121
$782K 0.08%
+17,446
122
$769K 0.08%
+11,720
123
$764K 0.07%
+9,064
124
$761K 0.07%
+597
125
$755K 0.07%
+55,975