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
51
$10.4M 0.72%
+299,452
52
$9.88M 0.69%
143,263
+3,413
53
$9.8M 0.68%
84,844
-57
54
$8.76M 0.61%
323,308
-10,070
55
$8.53M 0.59%
71,631
-5,609
56
$7.9M 0.55%
54,328
+462
57
$7.81M 0.54%
171,931
+3,388
58
$7.74M 0.54%
410,350
+37,323
59
$7.54M 0.52%
156,888
-1,756
60
$7.51M 0.52%
135,527
+5,741
61
$7.37M 0.51%
146,362
+305
62
$7.27M 0.51%
90,062
-1,760
63
$6.36M 0.44%
176,672
-3,308
64
$5.33M 0.37%
72,615
+3,342
65
$5.28M 0.37%
165,690
-4,849
66
$5.19M 0.36%
56,750
+3,273
67
$5.18M 0.36%
58,357
+2,321
68
$5.15M 0.36%
54,469
+1,429
69
$5M 0.35%
111,835
-245,611
70
$4.82M 0.34%
19,928
+1,146
71
$4.77M 0.33%
80,053
+1,919
72
$4.75M 0.33%
94,351
+6,854
73
$4.55M 0.32%
85,547
+306
74
$4.39M 0.31%
61,580
-200
75
$4.35M 0.3%
56,561
+2,086
1 2
3
4 5