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MWP

MYCIO Wealth Partners Portfolio holdings

AUM $502M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
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
State Street SPDR Bloomberg 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
451
$16K ﹤0.01%
1,134
452
$15K ﹤0.01%
500
453
$15K ﹤0.01%
303
-42
454
$15K ﹤0.01%
544
455
$15K ﹤0.01%
+218
456
$15K ﹤0.01%
392
-298
457
$15K ﹤0.01%
850
+5
458
$15K ﹤0.01%
150
459
$15K ﹤0.01%
325
460
$15K ﹤0.01%
1,104
-442
461
$15K ﹤0.01%
499
-350
462
$15K ﹤0.01%
92
-12
463
$15K ﹤0.01%
302
-175
464
$14K ﹤0.01%
92
+19
465
$14K ﹤0.01%
654
+6
466
$14K ﹤0.01%
539
+16
467
$14K ﹤0.01%
1,000
468
$14K ﹤0.01%
800
469
$14K ﹤0.01%
215
470
$14K ﹤0.01%
355
471
$14K ﹤0.01%
370
+43
472
$14K ﹤0.01%
406
-40
473
$14K ﹤0.01%
500
-208
474
$14K ﹤0.01%
2,000
+1,000
475
$14K ﹤0.01%
570
17 18
19
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