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
$540M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$8.43M
3
+$5.52M
4
MCD icon
McDonald's
MCD
+$2.5M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.3M

Top Sells

1
+$8.84M
2
+$8.79M
3
+$2.8M
4
WELL icon
Welltower
WELL
+$1.85M
5
EMC
EMC CORPORATION
EMC
+$1.49M

Sector Composition

1 Financials 17.94%
2 Industrials 14.59%
3 Healthcare 14.5%
4 Technology 11.83%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,858
127
– –
-27,547
128
– –
-14,035
129
$0 ﹤0.01%
+23,341
130
$0 ﹤0.01%
61,400
2 3 4 5
6