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
126
$950K 0.07%
6,634
+134
127
$936K 0.07%
62,265
+23,946
128
$929K 0.06%
23,312
129
$927K 0.06%
95,154
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130
$906K 0.06%
15,350
-875
131
$888K 0.06%
46,975
132
$887K 0.06%
26,297
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133
$853K 0.06%
21,904
-1,422
134
$842K 0.06%
46,892
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135
$834K 0.06%
20,434
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136
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137
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5,422
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138
$710K 0.05%
8,631
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139
$709K 0.05%
5,320
140
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2,610
141
$668K 0.05%
21,050
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142
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4,649
143
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21,855
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144
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5,128
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145
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2,358
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146
$649K 0.05%
13,251
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147
$647K 0.05%
4,402
-258
148
$641K 0.04%
33,465
+458
149
$634K 0.04%
24,145
150
$627K 0.04%
14,522
-702
4 5
6
7 8