MWP
MYCIO Wealth Partners Portfolio holdings
AUM
$502M
1-Year Est. Return
11.65%
This Fund
S&P 500
1 Year Est. Return
+11.65%
AUM
$584M
AUM Growth
+$20.6M
(+3.7%)
Holding
1,253
Top Buys
| 1 | +$3.73M | |
| 2 | +$3.31M | |
| 3 | +$2.75M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$2.14M |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$851K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$784K | |
| 3 | +$762K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$697K |
| 5 |
Blackstone
BX
|
+$665K |
Sector Composition
| 1 | Financials | 20.02% |
| 2 | Industrials | 11.3% |
| 3 | Materials | 8.26% |
| 4 | Healthcare | 6.62% |
| 5 | Technology | 5.42% |