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
$1.65B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$17.8M
3
+$12.2M
4
META icon
Meta Platforms (Facebook)
META
+$10.8M
5
BAC icon
Bank of America
BAC
+$8.25M

Top Sells

1
+$23.4M
2
+$18.5M
3
+$16M
4
FLS icon
Flowserve
FLS
+$12.2M
5
AGN
Allergan plc
AGN
+$12M

Sector Composition

1 Financials 15.36%
2 Healthcare 9.32%
3 Industrials 8.86%
4 Technology 8.74%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.2M 0.74%
+115,845
52
$11.8M 0.71%
112,866
-11,345
53
$11M 0.66%
91,364
+4,731
54
$8.68M 0.53%
148,158
+1,088
55
$8.21M 0.5%
56,172
+1,112
56
$7.63M 0.46%
56,652
-6,247
57
$7.3M 0.44%
140,324
-14,120
58
$7.01M 0.42%
141,038
-494
59
$6.61M 0.4%
61,824
-637
60
$6.6M 0.4%
78,923
-6,028
61
$6.48M 0.39%
244,431
-21,215
62
$6.45M 0.39%
61,747
+1,905
63
$6.41M 0.39%
74,254
+580
64
$6.27M 0.38%
89,985
+6,576
65
$6.25M 0.38%
181,950
+5,280
66
$6.07M 0.37%
32,007
+3,206
67
$6.05M 0.37%
90,761
+2,026
68
$6.03M 0.36%
99,224
+1,916
69
$5.82M 0.35%
109,934
+986
70
$5.63M 0.34%
21,093
-153
71
$5.23M 0.32%
64,774
+5,541
72
$5.14M 0.31%
375,624
+38,600
73
$4.54M 0.28%
162,624
+29,269
74
$4.37M 0.26%
61,580
75
$4.15M 0.25%
60,989
+3,330
1 2
3
4 5