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
101
$1.67M 0.12%
20,222
-157,254
102
$1.62M 0.11%
51,436
-2,060
103
$1.54M 0.11%
29,757
+2,095
104
$1.54M 0.11%
37,310
-398
105
$1.53M 0.11%
20,577
-2,286
106
$1.51M 0.1%
12,826
+207
107
$1.49M 0.1%
29,560
-3,370
108
$1.41M 0.1%
29,071
-2,254
109
$1.41M 0.1%
35,778
-780
110
$1.36M 0.09%
11,046
-2,918
111
$1.35M 0.09%
12,978
-647
112
$1.28M 0.09%
70,674
+4,455
113
$1.26M 0.09%
19,215
+550
114
$1.22M 0.09%
80,415
+5,305
115
$1.13M 0.08%
19,442
-14,284
116
$1.11M 0.08%
21,350
-210
117
$1.1M 0.08%
+21,280
118
$1.1M 0.08%
24,446
-2,380
119
$1.06M 0.07%
569
+164
120
$1.06M 0.07%
45,406
-463,596
121
$1.05M 0.07%
18,848
+3,440
122
$1.05M 0.07%
5,290
+390
123
$1.04M 0.07%
9,422
-37,180
124
$1.01M 0.07%
7,639
+129
125
$976K 0.07%
7,846
-115
3 4
5
6 7