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
201
$347K 0.02%
11,163
-2,343
202
$345K 0.02%
3,171
-210
203
$342K 0.02%
8,737
-2,363
204
$337K 0.02%
798
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205
$333K 0.02%
6,000
206
$328K 0.02%
4,728
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207
$327K 0.02%
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-500
208
$319K 0.02%
1,467
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209
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211
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212
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3,337
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213
$302K 0.02%
2,809
214
$296K 0.02%
5,300
215
$293K 0.02%
923
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216
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217
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+9,600
218
$282K 0.02%
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219
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220
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221
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222
$273K 0.02%
2,310
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223
$273K 0.02%
1,562
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224
$270K 0.02%
4,669
225
$267K 0.02%
2,014
-1,424
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9
10 11