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
$1.54B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.3M
3
+$11.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.56M

Top Sells

1
+$13.6M
2
+$13M
3
+$10.7M
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$7.74M
5
OKS
Oneok Partners LP
OKS
+$2.02M

Sector Composition

1 Financials 16.02%
2 Healthcare 10.78%
3 Industrials 9.58%
4 Technology 8.4%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$273K 0.02%
+5,059
227
$273K 0.02%
19,913
+1
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230
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231
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232
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233
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234
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236
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238
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241
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246
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247
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5,750
248
$230K 0.01%
+2,521
249
$224K 0.01%
+3,575
250
$223K 0.01%
+2,065
8 9
10
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