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
126
$358K 0.06%
4,787
-26
127
$356K 0.06%
4,072
+381
128
$353K 0.06%
1,616
-24
129
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130
$351K 0.06%
10,243
+138
131
$347K 0.06%
3,641
132
$337K 0.05%
3,797
+129
133
$327K 0.05%
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134
$323K 0.05%
12,675
+1,671
135
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4,505
136
$305K 0.05%
2,736
137
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138
$296K 0.05%
12,592
-2,480
139
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140
$291K 0.05%
+20,025
141
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2,939
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142
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143
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144
$256K 0.04%
7,695
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145
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146
$235K 0.04%
2,400
147
$234K 0.04%
+2,935
148
$234K 0.04%
15,500
+3,420
149
$232K 0.04%
5,416
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150
$215K 0.03%
+1,875
3 4 5
6
7