MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$795K
3
+$758K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$499K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$396K

Top Sells

1
+$6.36M

Sector Composition

1 Financials 71.75%
2 Real Estate 6.35%
3 Consumer Discretionary 1.52%
4 Industrials 1.03%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$342K 0.19%
6,746
27
$229K 0.12%
+2,318
28
$223K 0.12%
+710
29
$175K 0.1%
2,000
30
$175K 0.1%
2,000
31
$137K 0.07%
777
32
$105K 0.06%
507
33
$63K 0.03%
324
34
$58K 0.03%
+1,000
35
$50K 0.03%
+1,000
36
$22K 0.01%
258
37
$18K 0.01%
160
38
$7K ﹤0.01%
280
1
2