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
201
$413K 0.03%
5,694
+953
202
$404K 0.02%
4,054
+395
203
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+12,640
204
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205
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8,496
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206
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19,145
-5,000
207
$386K 0.02%
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208
$381K 0.02%
5,182
-1,083
209
$376K 0.02%
12,600
+3,000
210
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2,173
211
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12,197
-1,544
212
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6,000
213
$367K 0.02%
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214
$359K 0.02%
8,985
-17,185
215
$357K 0.02%
9,410
+1,525
216
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+2,271
217
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10,077
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218
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12,591
-16,706
219
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-25
220
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+10,000
221
$329K 0.02%
20,383
+1,783
222
$325K 0.02%
+2,974
223
$321K 0.02%
+10,018
224
$321K 0.02%
5,948
+660
225
$319K 0.02%
2,809
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9
10 11