MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$41.5M
3
+$11.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.83M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.7M

Top Sells

1
+$3.47M
2
+$3.45M
3
+$1.71M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M

Sector Composition

1 Financials 15.94%
2 Industrials 6%
3 Technology 5.25%
4 Materials 4.24%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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