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
26
$17.7M 1.23%
289,246
-2,144
27
$17.4M 1.21%
167,200
+3,234
28
$17.3M 1.2%
263,999
+5,304
29
$17.1M 1.19%
119,584
+5,119
30
$16.9M 1.18%
474,222
+250,190
31
$16.9M 1.18%
218,023
+3,789
32
$16.1M 1.12%
362,323
+1,922
33
$16M 1.11%
444,068
+12,622
34
$15.8M 1.1%
121,654
+3,680
35
$15.5M 1.08%
361,653
+7,196
36
$15.3M 1.07%
152,818
-591
37
$14.6M 1.02%
491,702
-7,070
38
$14.5M 1.01%
300,300
+6,360
39
$14M 0.98%
879,268
+64,864
40
$13.8M 0.96%
568,992
+513,504
41
$13.7M 0.95%
295,185
+6,492
42
$13.4M 0.93%
148,230
-8,065
43
$13.4M 0.93%
115,125
-18,584
44
$13.4M 0.93%
396,540
-22,497
45
$13.3M 0.92%
54,686
+46,102
46
$13.1M 0.91%
282,360
+940
47
$12.9M 0.9%
202,059
+185,153
48
$12.1M 0.84%
266,500
-9,080
49
$11.3M 0.78%
260,513
+10,948
50
$10.7M 0.75%
88,224
-11,923
1
2
3 4 5