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
401
$24K ﹤0.01%
279
402
$24K ﹤0.01%
797
+227
403
$23K ﹤0.01%
1,000
404
$23K ﹤0.01%
800
405
$23K ﹤0.01%
125
406
$23K ﹤0.01%
1,007
407
$23K ﹤0.01%
1,500
408
$23K ﹤0.01%
466
+3
409
$23K ﹤0.01%
300
410
$23K ﹤0.01%
500
411
$22K ﹤0.01%
500
412
$22K ﹤0.01%
293
+1
413
$21K ﹤0.01%
396
414
$21K ﹤0.01%
338
+2
415
$21K ﹤0.01%
1,062
+9
416
$21K ﹤0.01%
500
417
$21K ﹤0.01%
1,427
418
$21K ﹤0.01%
609
+326
419
$21K ﹤0.01%
488
+14
420
$21K ﹤0.01%
400
421
$21K ﹤0.01%
1,260
-127
422
$20K ﹤0.01%
935
423
$20K ﹤0.01%
300
424
$20K ﹤0.01%
200
425
$20K ﹤0.01%
558
+1
15 16
17
18 19