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
376
$29K 0.01%
300
377
$29K 0.01%
3,000
378
$29K 0.01%
500
379
$29K 0.01%
278
+1
380
$28K 0.01%
1,000
381
$28K 0.01%
380
+3
382
$28K 0.01%
611
383
$28K 0.01%
600
384
$28K 0.01%
454
385
$28K 0.01%
+1,000
386
$27K ﹤0.01%
284
387
$27K ﹤0.01%
450
+50
388
$27K ﹤0.01%
1,419
+58
389
$27K ﹤0.01%
+621
390
$26K ﹤0.01%
926
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391
$26K ﹤0.01%
229
+78
392
$26K ﹤0.01%
295
393
$25K ﹤0.01%
250
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394
$25K ﹤0.01%
500
395
$25K ﹤0.01%
840
396
$24K ﹤0.01%
700
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397
$24K ﹤0.01%
208
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398
$24K ﹤0.01%
712
+7
399
$24K ﹤0.01%
313
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400
$24K ﹤0.01%
500
14 15
16
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