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
451
$16K ﹤0.01%
1,184
+50
452
$16K ﹤0.01%
325
453
$16K ﹤0.01%
877
+425
454
$15K ﹤0.01%
278
+28
455
$15K ﹤0.01%
200
-500
456
$15K ﹤0.01%
304
+1
457
$15K ﹤0.01%
657
+3
458
$15K ﹤0.01%
825
459
$15K ﹤0.01%
539
460
$15K ﹤0.01%
548
+4
461
$15K ﹤0.01%
218
462
$15K ﹤0.01%
500
463
$15K ﹤0.01%
634
-677
464
$15K ﹤0.01%
92
465
$15K ﹤0.01%
856
+6
466
$15K ﹤0.01%
+1,000
467
$15K ﹤0.01%
520
+20
468
$15K ﹤0.01%
1,973
469
$15K ﹤0.01%
563
+13
470
$14K ﹤0.01%
718
471
$14K ﹤0.01%
454
+99
472
$14K ﹤0.01%
92
473
$14K ﹤0.01%
500
474
$14K ﹤0.01%
800
475
$14K ﹤0.01%
700
17 18
19
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