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
$491M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$2.25M
3
+$1.88M
4
EUO icon
ProShares UltraShort Euro
EUO
+$1.21M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.08M

Top Sells

1
+$4.6M
2
+$4.53M
3
+$1.94M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$866K

Sector Composition

1 Financials 19.08%
2 Industrials 17.09%
3 Materials 11.08%
4 Technology 5.61%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13K ﹤0.01%
100
452
$12K ﹤0.01%
+30
453
$12K ﹤0.01%
1,200
454
$12K ﹤0.01%
+554
455
$12K ﹤0.01%
623
+3
456
$12K ﹤0.01%
220
457
$12K ﹤0.01%
150
458
$12K ﹤0.01%
833
+6
459
$12K ﹤0.01%
+4
460
$12K ﹤0.01%
250
461
$12K ﹤0.01%
100
462
$12K ﹤0.01%
+426
463
$11K ﹤0.01%
+300
464
$11K ﹤0.01%
182
465
$11K ﹤0.01%
+524
466
$11K ﹤0.01%
1,425
-1,366
467
$11K ﹤0.01%
+800
468
$11K ﹤0.01%
248
469
$11K ﹤0.01%
346
+1
470
$11K ﹤0.01%
1,500
471
$11K ﹤0.01%
489
472
$10K ﹤0.01%
234
473
$10K ﹤0.01%
125
474
$10K ﹤0.01%
+350
475
$10K ﹤0.01%
+235
17 18
19
20 21