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
76
$755K 0.12%
5,719
+200
77
$744K 0.12%
19,891
-281,086
78
$742K 0.12%
16,995
+2,098
79
$709K 0.11%
25,257
+1,938
80
$648K 0.1%
15,500
+569
81
$646K 0.1%
60,411
-5,934
82
$635K 0.1%
11,478
+178
83
$628K 0.1%
+6,631
84
$627K 0.1%
+9,450
85
$623K 0.1%
11,585
+1,385
86
$612K 0.1%
13,840
+5,635
87
$598K 0.1%
6,520
-5,349
88
$598K 0.1%
13,406
-832
89
$591K 0.09%
7,726
+1,309
90
$589K 0.09%
6,131
+250
91
$585K 0.09%
6,075
92
$581K 0.09%
16,675
+1,501
93
$581K 0.09%
14,788
-668
94
$564K 0.09%
+8,196
95
$559K 0.09%
11,677
-606
96
$557K 0.09%
4,781
+275
97
$547K 0.09%
6,669
+841
98
$547K 0.09%
28,260
+225
99
$539K 0.09%
+15,185
100
$538K 0.09%
15,162
+1,350
2 3
4
5 6