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
$361M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$51.3M
3
+$44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.04%
2 Industrials 16.38%
3 Materials 14.19%
4 Consumer Discretionary 4.07%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K ﹤0.01%
+280
352
$16K ﹤0.01%
+401
353
$16K ﹤0.01%
+270
354
$16K ﹤0.01%
+375
355
$16K ﹤0.01%
+2,000
356
$15K ﹤0.01%
+508
357
$15K ﹤0.01%
+475
358
$15K ﹤0.01%
+200
359
$15K ﹤0.01%
+200
360
$15K ﹤0.01%
+240
361
$15K ﹤0.01%
+725
362
$14K ﹤0.01%
+266
363
$14K ﹤0.01%
+1,109
364
$14K ﹤0.01%
+554
365
$14K ﹤0.01%
+500
366
$14K ﹤0.01%
+333
367
$14K ﹤0.01%
+1,000
368
$14K ﹤0.01%
+251
369
$13K ﹤0.01%
+298
370
$13K ﹤0.01%
+1,009
371
$13K ﹤0.01%
+462
372
$13K ﹤0.01%
+265
373
$13K ﹤0.01%
+747
374
$13K ﹤0.01%
+768
375
$13K ﹤0.01%
+200
13 14
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