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
426
$20K ﹤0.01%
675
-356
427
$20K ﹤0.01%
294
+6
428
$20K ﹤0.01%
243
429
$19K ﹤0.01%
+1,000
430
$19K ﹤0.01%
772
+172
431
$19K ﹤0.01%
278
+1
432
$19K ﹤0.01%
1,000
-1,529
433
$19K ﹤0.01%
400
434
$19K ﹤0.01%
600
435
$19K ﹤0.01%
500
436
$18K ﹤0.01%
500
437
$18K ﹤0.01%
1,000
438
$18K ﹤0.01%
388
439
$18K ﹤0.01%
500
440
$18K ﹤0.01%
4,278
441
$18K ﹤0.01%
400
442
$17K ﹤0.01%
473
443
$17K ﹤0.01%
2,300
444
$17K ﹤0.01%
500
445
$17K ﹤0.01%
150
446
$16K ﹤0.01%
382
447
$16K ﹤0.01%
401
448
$16K ﹤0.01%
1,020
+276
449
$16K ﹤0.01%
304
+2
450
$16K ﹤0.01%
197
+1
16 17
18
19 20