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
501
$11K ﹤0.01%
+80
502
$11K ﹤0.01%
500
503
$11K ﹤0.01%
250
504
$10K ﹤0.01%
1,000
505
$10K ﹤0.01%
554
506
$10K ﹤0.01%
345
+211
507
$10K ﹤0.01%
1,000
508
$10K ﹤0.01%
300
-70
509
$10K ﹤0.01%
150
510
$10K ﹤0.01%
200
511
$10K ﹤0.01%
123
512
$10K ﹤0.01%
326
-227
513
$10K ﹤0.01%
361
514
$10K ﹤0.01%
+1,500
515
$10K ﹤0.01%
110
516
$9K ﹤0.01%
250
517
$9K ﹤0.01%
88
518
$9K ﹤0.01%
75
519
$9K ﹤0.01%
310
520
$9K ﹤0.01%
+167
521
$9K ﹤0.01%
204
522
$9K ﹤0.01%
335
+35
523
$9K ﹤0.01%
1,511
+86
524
$9K ﹤0.01%
322
+75
525
$9K ﹤0.01%
+200
19 20
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