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
$1.28B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$27.9M
3
+$18.7M
4
RIO icon
Rio Tinto
RIO
+$11.5M
5
CCL icon
Carnival Corp
CCL
+$10.1M

Top Sells

1
+$10.9M
2
+$8.28M
3
+$7.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.13M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.45M

Sector Composition

1 Financials 17.02%
2 Industrials 9.95%
3 Healthcare 9.95%
4 Technology 8.05%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$565K 0.04%
2,259
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152
$558K 0.04%
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153
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154
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174
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