MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$10.6M
3
+$6.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.56M
5
VTV icon
Vanguard Value ETF
VTV
+$4.04M

Top Sells

1
+$2.27M
2
+$2.13M
3
+$1.46M
4
TK icon
Teekay
TK
+$837K
5
USO icon
United States Oil Fund
USO
+$501K

Sector Composition

1 Financials 17.5%
2 Industrials 11.52%
3 Materials 8.56%
4 Healthcare 5.66%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$19K ﹤0.01%
400
-23
427
$18K ﹤0.01%
1,973
428
$18K ﹤0.01%
235
+1
429
$18K ﹤0.01%
657
-25
430
$18K ﹤0.01%
+2,300
431
$18K ﹤0.01%
388
+11
432
$18K ﹤0.01%
500
-1,000
433
$18K ﹤0.01%
553
+335
434
$18K ﹤0.01%
474
435
$17K ﹤0.01%
400
436
$17K ﹤0.01%
500
437
$17K ﹤0.01%
151
+139
438
$17K ﹤0.01%
825
439
$17K ﹤0.01%
935
-2,790
440
$17K ﹤0.01%
185
-9
441
$17K ﹤0.01%
401
442
$17K ﹤0.01%
483
-25
443
$17K ﹤0.01%
+1,937
444
$17K ﹤0.01%
149
445
$17K ﹤0.01%
508
446
$17K ﹤0.01%
400
447
$17K ﹤0.01%
243
448
$16K ﹤0.01%
+473
449
$16K ﹤0.01%
500
450
$16K ﹤0.01%
382
16 17
18
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