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
$491M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$2.25M
3
+$1.88M
4
EUO icon
ProShares UltraShort Euro
EUO
+$1.21M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.08M

Top Sells

1
+$4.6M
2
+$4.53M
3
+$1.94M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$866K

Sector Composition

1 Financials 19.08%
2 Industrials 17.09%
3 Materials 11.08%
4 Technology 5.61%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28K 0.01%
+3,000
352
$27K 0.01%
500
353
$27K 0.01%
+2,234
354
$27K 0.01%
1,000
355
$27K 0.01%
1,438
+12
356
$27K 0.01%
200
357
$27K 0.01%
372
+48
358
$27K 0.01%
250
-31
359
$26K 0.01%
247
+1
360
$26K 0.01%
278
361
$26K 0.01%
150
362
$26K 0.01%
508
363
$25K 0.01%
+838
364
$25K 0.01%
738
+22
365
$25K 0.01%
556
366
$24K ﹤0.01%
204
367
$24K ﹤0.01%
366
+2
368
$24K ﹤0.01%
254
369
$24K ﹤0.01%
405
+7
370
$23K ﹤0.01%
553
371
$23K ﹤0.01%
309
+1
372
$23K ﹤0.01%
293
+2
373
$23K ﹤0.01%
200
374
$23K ﹤0.01%
1,000
375
$23K ﹤0.01%
277
+4
13 14
15
16 17