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
$361M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$51.3M
3
+$44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.04%
2 Industrials 16.38%
3 Materials 14.19%
4 Consumer Discretionary 4.07%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
+281
402
$11K ﹤0.01%
+800
403
$11K ﹤0.01%
+182
404
$10K ﹤0.01%
+124
405
$10K ﹤0.01%
+180
406
$10K ﹤0.01%
+400
407
$10K ﹤0.01%
+735
408
$10K ﹤0.01%
+141
409
$10K ﹤0.01%
+415
410
$10K ﹤0.01%
+25
411
$10K ﹤0.01%
+489
412
$10K ﹤0.01%
+264
413
$10K ﹤0.01%
+300
414
$10K ﹤0.01%
+117
415
$10K ﹤0.01%
+528
416
$10K ﹤0.01%
+225
417
$10K ﹤0.01%
+24
418
$10K ﹤0.01%
+2,736
419
$9K ﹤0.01%
+22
420
$9K ﹤0.01%
+260
421
$9K ﹤0.01%
+436
422
$9K ﹤0.01%
+157
423
$9K ﹤0.01%
+275
424
$9K ﹤0.01%
+220
425
$9K ﹤0.01%
+217
15 16
17
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