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

Top Buys

1
+$9.45M
2
+$2.27M
3
+$1.86M
4
EUO icon
ProShares UltraShort Euro
EUO
+$1.12M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.1M

Top Sells

1
+$4.52M
2
+$4.48M
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
+$867K

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%
+2,234
353
$27K 0.01%
1,000
354
$27K 0.01%
1,438
+12
355
$27K 0.01%
200
356
$27K 0.01%
372
+48
357
$27K 0.01%
250
-31
358
$27K 0.01%
500
359
$26K 0.01%
278
360
$26K 0.01%
150
361
$26K 0.01%
508
362
$26K 0.01%
247
+1
363
$25K 0.01%
738
+22
364
$25K 0.01%
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365
$25K 0.01%
556
366
$24K ﹤0.01%
204
367
$24K ﹤0.01%
366
+2
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$24K ﹤0.01%
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369
$24K ﹤0.01%
405
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$23K ﹤0.01%
200
372
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1,000
373
$23K ﹤0.01%
277
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374
$23K ﹤0.01%
553
375
$23K ﹤0.01%
309
+1
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15
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