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
326
$45K 0.01%
19
327
$45K 0.01%
2,000
328
$45K 0.01%
20
329
$44K 0.01%
667
330
$43K 0.01%
1,000
331
$42K 0.01%
465
332
$42K 0.01%
730
333
$41K 0.01%
+372
334
$41K 0.01%
500
335
$41K 0.01%
1,312
+312
336
$40K 0.01%
1,500
337
$39K 0.01%
610
+50
338
$39K 0.01%
329
339
$39K 0.01%
500
-2,733
340
$39K 0.01%
696
341
$39K 0.01%
58
342
$38K 0.01%
+1,526
343
$37K 0.01%
1,014
344
$36K 0.01%
3,000
345
$36K 0.01%
40,000
346
$36K 0.01%
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347
$36K 0.01%
496
348
$36K 0.01%
1,118
+150
349
$35K 0.01%
1,108
350
$35K 0.01%
2,500
12 13
14
15 16