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
$540M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$8.43M
3
+$5.52M
4
MCD icon
McDonald's
MCD
+$2.5M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.3M

Top Sells

1
+$8.84M
2
+$8.79M
3
+$2.8M
4
WELL icon
Welltower
WELL
+$1.85M
5
EMC
EMC CORPORATION
EMC
+$1.49M

Sector Composition

1 Financials 17.94%
2 Industrials 14.59%
3 Healthcare 14.5%
4 Technology 11.83%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.39%
50,580
-739
52
$2.02M 0.38%
61,310
-3,267
53
$1.93M 0.36%
46,055
+15,927
54
$1.85M 0.34%
28,579
-1,573
55
$1.67M 0.31%
98,224
-3,388
56
$1.53M 0.28%
42,250
+720
57
$1.48M 0.27%
65,432
-1,238
58
$1.4M 0.26%
19,927
+16,425
59
$1.35M 0.25%
21,290
-44,089
60
$1.33M 0.25%
36,812
61
$1.14M 0.21%
35,686
-277,615
62
$1.04M 0.19%
40,667
-58,313
63
$989K 0.18%
+15,729
64
$906K 0.17%
9,705
-2,610
65
$902K 0.17%
7,944
+530
66
$874K 0.16%
8,370
+585
67
$864K 0.16%
15,543
+114
68
$855K 0.16%
8,675
-22
69
$818K 0.15%
95,295
+9,795
70
$786K 0.15%
30,780
-4,174
71
$741K 0.14%
16,017
-1,193
72
$711K 0.13%
19,881
-6,099
73
$708K 0.13%
19,459
+11,260
74
$638K 0.12%
16,836
+131
75
$629K 0.12%
14,468
-440
1 2
3
4 5