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
426
$9K ﹤0.01%
+150
427
$9K ﹤0.01%
+500
428
$9K ﹤0.01%
+300
429
$9K ﹤0.01%
+271
430
$8K ﹤0.01%
+76
431
$8K ﹤0.01%
+253
432
$8K ﹤0.01%
+350
433
$8K ﹤0.01%
+123
434
$8K ﹤0.01%
+300
435
$8K ﹤0.01%
+300
436
$7K ﹤0.01%
+400
437
$7K ﹤0.01%
+500
438
$7K ﹤0.01%
+250
439
$7K ﹤0.01%
+203
440
$7K ﹤0.01%
+500
441
$7K ﹤0.01%
+200
442
$7K ﹤0.01%
+320
443
$7K ﹤0.01%
+341
444
$6K ﹤0.01%
+187
445
$6K ﹤0.01%
+1,200
446
$6K ﹤0.01%
+86
447
$6K ﹤0.01%
+150
448
$6K ﹤0.01%
+88
449
$6K ﹤0.01%
+30
450
$6K ﹤0.01%
+133
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