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
$1.65B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$17.8M
3
+$12.2M
4
META icon
Meta Platforms (Facebook)
META
+$10.8M
5
BAC icon
Bank of America
BAC
+$8.25M

Top Sells

1
+$23.4M
2
+$18.5M
3
+$16M
4
FLS icon
Flowserve
FLS
+$12.2M
5
AGN
Allergan plc
AGN
+$12M

Sector Composition

1 Financials 15.36%
2 Healthcare 9.32%
3 Industrials 8.86%
4 Technology 8.74%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$319K 0.02%
5,294
+910
227
$314K 0.02%
+6,000
228
$307K 0.02%
+5,706
229
$302K 0.02%
3,037
+115
230
$300K 0.02%
6,245
-470
231
$298K 0.02%
7,812
232
$296K 0.02%
1,914
-338
233
$294K 0.02%
2,751
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234
$294K 0.02%
9,820
235
$290K 0.02%
10,800
236
$279K 0.02%
+2,511
237
$276K 0.02%
+5,050
238
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2,875
239
$271K 0.02%
+3,429
240
$269K 0.02%
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241
$266K 0.02%
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242
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243
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244
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245
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246
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2,162
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247
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+4,429
248
$252K 0.02%
1,564
+134
249
$242K 0.01%
14,785
+2,010
250
$241K 0.01%
2,546
+25
8 9
10
11 12