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
$616M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$9.55M
4
MCHP icon
Microchip Technology
MCHP
+$1.7M
5
SYY icon
Sysco
SYY
+$1.46M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$6.54M
4
SBUX icon
Starbucks
SBUX
+$5.64M
5
WMB icon
Williams Companies
WMB
+$2.84M

Sector Composition

1 Financials 17.81%
2 Industrials 15.28%
3 Healthcare 13.74%
4 Technology 11.8%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.06%
15,070
-1,293
102
$388K 0.06%
1,233
+391
103
$384K 0.06%
+16,048
104
$380K 0.06%
3,641
+291
105
$378K 0.06%
6,737
-22
106
$367K 0.06%
10,014
-153,778
107
$356K 0.06%
4,635
108
$356K 0.06%
+6,566
109
$353K 0.06%
9,951
-6,807
110
$347K 0.06%
4,261
+682
111
$332K 0.05%
4,663
+3
112
$324K 0.05%
3,668
-40
113
$313K 0.05%
3,226
+885
114
$309K 0.05%
3,433
-197
115
$306K 0.05%
2,478
116
$303K 0.05%
9,470
+281
117
$295K 0.05%
5,630
+475
118
$293K 0.05%
+3,704
119
$289K 0.05%
17,180
-260
120
$289K 0.05%
6,329
+439
121
$287K 0.05%
11,268
-1,269
122
$283K 0.05%
19,058
+924
123
$277K 0.05%
+3,985
124
$273K 0.04%
1,834
125
$270K 0.04%
12,360
-450
2 3 4
5
6