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
$1.65B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$17.8M
3
+$12.2M
4
META icon
Meta Platforms (Facebook)
META
+$10.8M
5
BAC icon
Bank of America
BAC
+$8.25M

Top Sells

1
+$23.4M
2
+$18.5M
3
+$16M
4
FLS icon
Flowserve
FLS
+$12.2M
5
AGN
Allergan plc
AGN
+$12M

Sector Composition

1 Financials 15.36%
2 Healthcare 9.32%
3 Industrials 8.86%
4 Technology 8.74%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$654K 0.04%
10,350
+625
152
$648K 0.04%
+21,263
153
$643K 0.04%
+12,106
154
$641K 0.04%
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155
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156
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4,545
+30
157
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23,160
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158
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159
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160
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161
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162
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163
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$576K 0.03%
3,876
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165
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168
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32,785
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170
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171
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172
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26,723
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173
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3,607
-282
174
$526K 0.03%
4,486
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175
$524K 0.03%
18,764
+4,588
5 6
7
8 9