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
$616M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$9.55M
4
MCHP icon
Microchip Technology
MCHP
+$1.7M
5
SYY icon
Sysco
SYY
+$1.46M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$6.54M
4
SBUX icon
Starbucks
SBUX
+$5.64M
5
WMB icon
Williams Companies
WMB
+$2.84M

Sector Composition

1 Financials 17.81%
2 Industrials 15.28%
3 Healthcare 13.74%
4 Technology 11.8%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.34%
31,367
+2,102
52
$2.07M 0.34%
49,168
-338
53
$1.99M 0.32%
24,352
-1,139
54
$1.93M 0.31%
54,638
-372,740
55
$1.88M 0.3%
97,832
-4,844
56
$1.64M 0.27%
16,022
+11,220
57
$1.62M 0.26%
64,900
-352
58
$1.34M 0.22%
19,746
-782
59
$1.26M 0.21%
34,612
-2,200
60
$1.26M 0.2%
6,849
-1,776
61
$1.14M 0.19%
27,837
-30,414
62
$1.09M 0.18%
40,177
63
$1.09M 0.18%
15,385
-134
64
$1.04M 0.17%
28,138
-12,100
65
$1.02M 0.16%
9,226
+632
66
$942K 0.15%
34,350
-5,584
67
$934K 0.15%
7,471
-100
68
$924K 0.15%
23,892
+2,247
69
$915K 0.15%
34,533
+792
70
$909K 0.15%
18,857
-200,684
71
$863K 0.14%
89,325
+600
72
$841K 0.14%
16,187
-833
73
$767K 0.12%
21,936
+1,886
74
$731K 0.12%
19,519
+3
75
$705K 0.11%
23,140
+1,658
1 2
3
4 5