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
351
$35K 0.01%
800
352
$35K 0.01%
778
353
$35K 0.01%
300
354
$34K 0.01%
714
355
$34K 0.01%
661
-500
356
$34K 0.01%
330
+289
357
$34K 0.01%
1,322
358
$33K 0.01%
300
359
$33K 0.01%
1,380
+6
360
$33K 0.01%
400
361
$33K 0.01%
500
362
$33K 0.01%
389
+3
363
$33K 0.01%
434
364
$32K 0.01%
206
365
$32K 0.01%
1,661
+60
366
$32K 0.01%
1,270
+17
367
$32K 0.01%
300
368
$31K 0.01%
463
369
$31K 0.01%
3,300
+600
370
$31K 0.01%
250
371
$30K 0.01%
650
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372
$30K 0.01%
+500
373
$29K 0.01%
318
+133
374
$29K 0.01%
1,000
375
$29K 0.01%
2,000
13 14
15
16 17