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
$1.44B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.8M
3
+$11.2M
4
DHI icon
D.R. Horton
DHI
+$10.4M
5
CFG icon
Citizens Financial Group
CFG
+$8.93M

Top Sells

1
+$13M
2
+$11.9M
3
+$11M
4
KR icon
Kroger
KR
+$10.8M
5
UPS icon
United Parcel Service
UPS
+$4.11M

Sector Composition

1 Financials 14.77%
2 Healthcare 10.32%
3 Industrials 10.03%
4 Consumer Discretionary 8.07%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$140K 0.01%
3,542
-1,490
252
$41K ﹤0.01%
25,800
253
$5K ﹤0.01%
11,000
254
– –
-2,735
255
– –
-7,657
256
– –
-3,178
257
– –
-7,166
258
– –
-14,773
259
– –
-7,905
260
– –
-86,680
7 8 9 10
11