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
251
$85K 0.02%
+1,455
252
$84K 0.01%
+459
253
$82K 0.01%
3,171
254
$81K 0.01%
614
+14
255
$81K 0.01%
2,000
256
$81K 0.01%
1,127
257
$81K 0.01%
1,094
+694
258
$80K 0.01%
493
259
$79K 0.01%
3,306
+2,649
260
$79K 0.01%
1,496
+1,172
261
$78K 0.01%
+1,683
262
$77K 0.01%
1,001
-50
263
$77K 0.01%
6,286
+136
264
$76K 0.01%
+801
265
$76K 0.01%
+367
266
$75K 0.01%
1,328
-92
267
$73K 0.01%
+1,429
268
$73K 0.01%
+1,500
269
$70K 0.01%
1,700
+200
270
$70K 0.01%
2,408
-164
271
$70K 0.01%
567
+2
272
$69K 0.01%
400
273
$68K 0.01%
4,200
+118
274
$68K 0.01%
640
-21
275
$68K 0.01%
1,500
+888
9 10
11
12 13