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
476
$14K ﹤0.01%
200
477
$13K ﹤0.01%
100
478
$13K ﹤0.01%
353
479
$13K ﹤0.01%
450
+50
480
$13K ﹤0.01%
502
+194
481
$13K ﹤0.01%
5,557
482
$13K ﹤0.01%
2,000
483
$13K ﹤0.01%
310
-1,115
484
$13K ﹤0.01%
154
485
$12K ﹤0.01%
200
486
$12K ﹤0.01%
392
487
$12K ﹤0.01%
300
488
$12K ﹤0.01%
180
-1,800
489
$12K ﹤0.01%
838
490
$12K ﹤0.01%
200
491
$12K ﹤0.01%
943
+136
492
$12K ﹤0.01%
357
493
$12K ﹤0.01%
167
494
$11K ﹤0.01%
159
+116
495
$11K ﹤0.01%
499
496
$11K ﹤0.01%
236
+2
497
$11K ﹤0.01%
275
498
$11K ﹤0.01%
386
+38
499
$11K ﹤0.01%
+100
500
$11K ﹤0.01%
379
18 19
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