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
$1.17B
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.8M
3
+$9.4M
4
CFG icon
Citizens Financial Group
CFG
+$4.65M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$3.53M

Top Sells

1
+$10.8M
2
+$9.68M
3
+$7.58M
4
AGN
Allergan plc
AGN
+$7.41M
5
SO icon
Southern Company
SO
+$2.29M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.83%
3 Industrials 10.93%
4 Technology 8.07%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.38M 0.29%
35,181
+1,820
77
$3.35M 0.29%
24,063
+4,232
78
$3.18M 0.27%
35,725
+1,138
79
$3.13M 0.27%
22,049
-641
80
$3.06M 0.26%
23,768
+1,453
81
$2.95M 0.25%
44,265
+982
82
$2.81M 0.24%
34,906
-282
83
$2.81M 0.24%
33,494
-453
84
$2.81M 0.24%
70,348
85
$2.66M 0.23%
62,128
+5,522
86
$2.59M 0.22%
44,824
+1,797
87
$2.38M 0.2%
48,734
+4,859
88
$2.38M 0.2%
11
89
$2.37M 0.2%
18,492
+6,397
90
$2.26M 0.19%
27,850
-280
91
$2.23M 0.19%
25,341
+3,345
92
$2.09M 0.18%
144,291
-22,365
93
$2.07M 0.18%
14,307
-134
94
$2.05M 0.17%
17,736
+576
95
$2.03M 0.17%
66,103
+962
96
$1.95M 0.17%
8,474
-32,166
97
$1.81M 0.15%
5,788
+858
98
$1.77M 0.15%
13,807
-93
99
$1.69M 0.14%
19,740
-126,119
100
$1.66M 0.14%
93,245
+3,165
2 3
4
5 6