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
176
$345K 0.03%
+3,546
177
$344K 0.03%
+13,360
178
$343K 0.03%
+3,221
179
$341K 0.03%
+8,907
180
$339K 0.03%
+8,470
181
$333K 0.03%
+6,669
182
$330K 0.03%
+19,916
183
$329K 0.03%
+16,380
184
$326K 0.03%
+13,741
185
$325K 0.03%
+4,505
186
$320K 0.03%
+941
187
$319K 0.03%
+3,766
188
$318K 0.03%
+4,187
189
$310K 0.03%
+2,804
190
$307K 0.03%
+3,515
191
$305K 0.03%
+4,915
192
$303K 0.03%
+14,805
193
$297K 0.03%
+10,190
194
$293K 0.03%
+1,802
195
$288K 0.03%
+4,331
196
$287K 0.03%
+2,383
197
$279K 0.03%
+6,000
198
$278K 0.03%
+1,723
199
$274K 0.03%
+11,880
200
$272K 0.03%
+5,669
6 7
8
9 10