MWAC
Mariner Wealth Advisors (Cincinnati) Portfolio holdings
AUM
$1.81B
This Quarter Return
+5.74%
1 Year Return
+13.11%
3 Year Return
+54.13%
5 Year Return
–
10 Year Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.09%
Holding
243
New
243
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$40.5M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$36.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$34.4M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$31.3M |
| 5 |
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% |
