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
301
$55K 0.01%
1,020
-129
302
$54K 0.01%
1,500
303
$54K 0.01%
675
+25
304
$54K 0.01%
1,720
+1,212
305
$54K 0.01%
500
306
$54K 0.01%
1,300
307
$53K 0.01%
340
-14
308
$53K 0.01%
1,456
309
$52K 0.01%
+4,000
310
$52K 0.01%
+885
311
$52K 0.01%
807
-45
312
$52K 0.01%
866
+1
313
$51K 0.01%
800
314
$51K 0.01%
450
315
$50K 0.01%
1,890
+13
316
$49K 0.01%
492
317
$49K 0.01%
1,000
318
$49K 0.01%
+667
319
$48K 0.01%
810
+34
320
$48K 0.01%
6,300
321
$47K 0.01%
457
+2
322
$47K 0.01%
1,006
+544
323
$46K 0.01%
1,401
-56
324
$46K 0.01%
803
325
$46K 0.01%
1,800
11 12
13
14 15