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
251
$238K 0.01%
1,633
-728
252
$237K 0.01%
4,800
+720
253
$236K 0.01%
2,065
254
$229K 0.01%
1,018
-129
255
$229K 0.01%
5,440
-289,166
256
$229K 0.01%
3,209
257
$228K 0.01%
+2,817
258
$227K 0.01%
+1,659
259
$226K 0.01%
1,798
+186
260
$224K 0.01%
4,085
-199
261
$220K 0.01%
+2,698
262
$216K 0.01%
+1,100
263
$216K 0.01%
+1,623
264
$212K 0.01%
5,421
-999
265
$212K 0.01%
+2,373
266
$209K 0.01%
+1,110
267
$209K 0.01%
3,735
-1,705
268
$209K 0.01%
820
-33
269
$205K 0.01%
10,188
270
$204K 0.01%
+10,000
271
$201K 0.01%
16,099
-9,884
272
$200K 0.01%
+817
273
$200K 0.01%
3,946
274
$20K ﹤0.01%
11,025
-14,025
275
$7K ﹤0.01%
11,000
8 9 10
11
12