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
$1.03B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$3.29M
3
+$3M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.09M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.46M

Top Sells

1
+$9.62M
2
+$4.92M
3
+$2.51M
4
ERIE icon
Erie Indemnity
ERIE
+$2.17M
5
MDXG icon
MiMedx Group
MDXG
+$2.15M

Sector Composition

1 Financials 16.6%
2 Industrials 8.96%
3 Technology 7.36%
4 Materials 4.76%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$235K 0.02%
+3,195
252
$233K 0.02%
8,124
-2,098
253
$233K 0.02%
1,446
254
$231K 0.02%
1,118
+31
255
$229K 0.02%
7,293
-219
256
$227K 0.02%
2,014
-500
257
$224K 0.02%
9,310
+5
258
$224K 0.02%
1,103
+3
259
$221K 0.02%
+5,000
260
$218K 0.02%
2,000
261
$218K 0.02%
2,498
-578
262
$214K 0.02%
+805
263
$213K 0.02%
+2,279
264
$211K 0.02%
1,484
265
$209K 0.02%
21,718
266
$208K 0.02%
+20,248
267
$205K 0.02%
+10,623
268
$204K 0.02%
+3,937
269
$204K 0.02%
+3,598
270
$195K 0.02%
3,648
-1,020
271
$194K 0.02%
6,885
272
– –
0
273
$180K 0.02%
+10,000
274
$166K 0.02%
+12,894
275
$151K 0.01%
3,234
+500
8 9 10
11
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