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
176
$454K 0.03%
5,621
-68
177
$453K 0.03%
2,126
+248
178
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16,999
-1,392
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6,503
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181
$433K 0.03%
5,180
-909
182
$427K 0.03%
30,270
+910
183
$426K 0.03%
16,881
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184
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185
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186
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187
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188
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189
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5,584
-28
190
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11,890
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191
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192
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193
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194
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195
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196
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-200
197
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23,180
+2,215
198
$360K 0.03%
3,438
-725
199
$356K 0.02%
26,080
-1,500
200
$351K 0.02%
5,115
+400
6 7
8
9 10