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
276
$67K 0.01%
3,282
277
$66K 0.01%
6,000
-150
278
$66K 0.01%
13,715
279
$66K 0.01%
4,000
+1,000
280
$65K 0.01%
4,200
281
$65K 0.01%
900
282
$64K 0.01%
678
+2
283
$63K 0.01%
1,315
+1
284
$62K 0.01%
2,245
285
$62K 0.01%
999
+7
286
$61K 0.01%
+1,097
287
$60K 0.01%
537
288
$60K 0.01%
1,275
289
$58K 0.01%
700
290
$58K 0.01%
1,000
291
$57K 0.01%
2,497
292
$57K 0.01%
737
+502
293
$57K 0.01%
684
+426
294
$57K 0.01%
917
+17
295
$56K 0.01%
1,000
296
$56K 0.01%
208
297
$56K 0.01%
7,000
298
$55K 0.01%
1,360
-272
299
$55K 0.01%
1,333
+38
300
$55K 0.01%
1,500
10 11
12
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