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
$624M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.68M
3
+$7.32M
4
KMI icon
Kinder Morgan
KMI
+$2.74M
5
BAC icon
Bank of America
BAC
+$1.96M

Top Sells

1
+$13.4M
2
+$10.5M
3
+$9.68M
4
CAT icon
Caterpillar
CAT
+$9.65M
5
WBA
Walgreens Boots Alliance
WBA
+$1.48M

Sector Composition

1 Financials 21.3%
2 Healthcare 14.42%
3 Industrials 12.71%
4 Technology 12.16%
5 Energy 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.31%
+115,112
52
$1.96M 0.31%
31,337
+29
53
$1.84M 0.3%
17,292
-638
54
$1.81M 0.29%
19,075
-102,081
55
$1.67M 0.27%
62,270
+770
56
$1.65M 0.26%
35,577
+4,627
57
$1.62M 0.26%
19,384
-5,373
58
$1.5M 0.24%
+9,315
59
$1.43M 0.23%
19,579
+34
60
$1.39M 0.22%
18,405
+3,195
61
$1.25M 0.2%
34,612
62
$1.18M 0.19%
12,033
+3,235
63
$1.16M 0.19%
6,373
-132
64
$1.08M 0.17%
9,010
65
$991K 0.16%
25,581
-804
66
$991K 0.16%
38,134
+28,000
67
$977K 0.16%
22,907
-1,687
68
$970K 0.16%
36,440
-4,722
69
$959K 0.15%
40,177
70
$954K 0.15%
7,872
-8,495
71
$949K 0.15%
53,748
-760,492
72
$877K 0.14%
19,081
+1,310
73
$787K 0.13%
15,374
-27
74
$787K 0.13%
21,769
-510
75
$759K 0.12%
655
+28
1 2
3
4 5