MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.29M
3
+$3.28M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M

Top Sells

1
+$17.3M
2
+$8.6M
3
+$6.83M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.55M
5
FMC icon
FMC
FMC
+$3.33M

Sector Composition

1 Financials 18.61%
2 Industrials 12.98%
3 Materials 8.69%
4 Healthcare 6.66%
5 Technology 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$100K 0.02%
3,910
227
$100K 0.02%
2,585
+2,102
228
$100K 0.02%
+18,518
229
$99K 0.02%
1,313
+1,001
230
$99K 0.02%
700
+500
231
$98K 0.02%
1,000
232
$98K 0.02%
9,282
+216
233
$98K 0.02%
2,091
234
$97K 0.02%
+595
235
$97K 0.02%
1,573
+100
236
$95K 0.02%
50
237
$95K 0.02%
1,200
238
$95K 0.02%
1,082
239
$94K 0.02%
1,500
+300
240
$93K 0.02%
1,874
-1,435
241
$93K 0.02%
+2,300
242
$93K 0.02%
1,784
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243
$92K 0.02%
+3,437
244
$91K 0.02%
15,550
245
$91K 0.02%
+1,447
246
$91K 0.02%
1,452
247
$90K 0.02%
3,000
248
$89K 0.02%
450
249
$89K 0.02%
2,395
250
$89K 0.02%
+439
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