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
$887M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.62M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.39M

Top Sells

1
+$8.47M
2
+$5.75M
3
+$2.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.39M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.89M

Sector Composition

1 Financials 18.87%
2 Industrials 8.66%
3 Technology 5.96%
4 Materials 5.32%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.02%
+1,891
227
$209K 0.02%
7,068
-246
228
$208K 0.02%
+3,446
229
$206K 0.02%
5,000
230
$205K 0.02%
+341
231
$205K 0.02%
3,545
-178
232
$205K 0.02%
1,446
-1,031
233
$204K 0.02%
+9,295
234
$204K 0.02%
2,421
+26
235
$203K 0.02%
1,614
-55
236
$202K 0.02%
+4,956
237
$201K 0.02%
+4,112
238
$201K 0.02%
3,820
+2
239
$195K 0.02%
+10,000
240
$193K 0.02%
21,718
241
$184K 0.02%
2,203
242
– –
0
243
$161K 0.02%
18,660
244
$154K 0.02%
16,372
245
$137K 0.02%
1,313
246
$131K 0.01%
16,038
247
$126K 0.01%
871
248
$121K 0.01%
2,734
249
$116K 0.01%
17,163
250
– –
0
7 8 9
10
11