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
151
$615K 0.04%
4,420
-840
152
$593K 0.04%
3,060
+365
153
$591K 0.04%
22,624
-570
154
$587K 0.04%
4,711
+652
155
$583K 0.04%
9,061
-2,540
156
$582K 0.04%
4,300
+1,414
157
$573K 0.04%
29,360
158
$562K 0.04%
4,540
-200
159
$556K 0.04%
10,084
-190
160
$545K 0.04%
9,612
-573
161
$535K 0.04%
11,171
+2,640
162
$526K 0.04%
15,836
+1,325
163
$525K 0.04%
10,471
-1,146
164
$514K 0.04%
6,389
-2,882
165
$512K 0.04%
6,840
-571
166
$507K 0.04%
5,922
+124
167
$503K 0.04%
4,065
-73
168
$503K 0.04%
12,641
-46,788
169
$497K 0.03%
7,590
+515
170
$480K 0.03%
3,848
-331
171
$477K 0.03%
8,871
+893
172
$476K 0.03%
3,514
+50
173
$475K 0.03%
4,885
-393
174
$465K 0.03%
3,825
-700
175
$458K 0.03%
9,820
5 6
7
8 9