MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
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
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
26
$2.79M 0.5%
24,455
-2,117
27
$2.41M 0.43%
70,415
-251,133
28
$2.41M 0.43%
39,536
+8,939
29
$1.92M 0.34%
34,820
+5,040
30
$1.92M 0.34%
12,589
+4,037
31
$1.83M 0.33%
65,427
+7,927
32
$1.8M 0.32%
47,180
+5,440
33
$1.72M 0.31%
23,466
+341
34
$1.64M 0.29%
58,472
+23,230
35
$1.56M 0.28%
7,024
+7
36
$1.51M 0.27%
29,631
+2,028
37
$1.48M 0.26%
39,620
38
$1.35M 0.24%
10,487
39
$1.28M 0.23%
24,600
40
$1.28M 0.23%
6,781
41
$1.28M 0.23%
19,507
42
$1.24M 0.22%
12,495
+502
43
$1.24M 0.22%
22,665
-9,099
44
$1.23M 0.22%
25,342
-848
45
$1.22M 0.22%
33,440
46
$1.18M 0.21%
21,735
+746
47
$1.17M 0.21%
19,754
+4,423
48
$1.11M 0.2%
7,855
+350
49
$1.09M 0.19%
45,154
+133
50
$1.04M 0.18%
7,864
+2,546
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