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
$560M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$10.6M
3
+$6.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.56M
5
VTV icon
Vanguard Value ETF
VTV
+$4.04M

Top Sells

1
+$2.27M
2
+$2.13M
3
+$1.46M
4
TK icon
Teekay
TK
+$837K
5
USO icon
United States Oil Fund
USO
+$501K

Sector Composition

1 Financials 17.5%
2 Industrials 11.52%
3 Materials 8.56%
4 Healthcare 5.66%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.01%
277
+3
352
$29K 0.01%
150
353
$29K 0.01%
300
354
$28K 0.01%
714
355
$28K 0.01%
400
-52
356
$28K 0.01%
200
-8
357
$28K 0.01%
500
358
$28K 0.01%
1,000
359
$27K ﹤0.01%
800
360
$27K ﹤0.01%
434
-298
361
$27K ﹤0.01%
377
+3
362
$27K ﹤0.01%
1,361
+3
363
$27K ﹤0.01%
500
364
$27K ﹤0.01%
700
+200
365
$26K ﹤0.01%
+2,700
366
$26K ﹤0.01%
300
-750
367
$26K ﹤0.01%
1,160
368
$26K ﹤0.01%
604
369
$26K ﹤0.01%
603
+573
370
$26K ﹤0.01%
+544
371
$25K ﹤0.01%
500
372
$25K ﹤0.01%
500
-115
373
$25K ﹤0.01%
207
+1
374
$25K ﹤0.01%
+611
375
$25K ﹤0.01%
+544
13 14
15
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