We are live on ! Find out more
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
501
$11K ﹤0.01%
348
-73
502
$11K ﹤0.01%
148
503
$11K ﹤0.01%
380
504
$11K ﹤0.01%
500
505
$11K ﹤0.01%
154
506
$10K ﹤0.01%
554
507
$10K ﹤0.01%
300
-109
508
$10K ﹤0.01%
1,425
509
$10K ﹤0.01%
200
-172
510
$10K ﹤0.01%
123
511
$10K ﹤0.01%
361
-2,435
512
$10K ﹤0.01%
167
513
$10K ﹤0.01%
397
514
$10K ﹤0.01%
+452
515
$10K ﹤0.01%
+714
516
$10K ﹤0.01%
200
517
$9K ﹤0.01%
75
-8
518
$9K ﹤0.01%
1,000
-524
519
$9K ﹤0.01%
204
520
$9K ﹤0.01%
234
-15
521
$9K ﹤0.01%
373
522
$9K ﹤0.01%
+197
523
$9K ﹤0.01%
308
524
$9K ﹤0.01%
100
-38
525
$9K ﹤0.01%
283
-5,309
19 20
21
22 23