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
$563M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.14M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M

Top Sells

1
+$16.7M
2
+$7.78M
3
+$6.83M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.26M
5
FMC icon
FMC
FMC
+$3.09M

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
526
$9K ﹤0.01%
250
527
$9K ﹤0.01%
100
528
$9K ﹤0.01%
867
529
$9K ﹤0.01%
144
530
$9K ﹤0.01%
200
531
$8K ﹤0.01%
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532
$8K ﹤0.01%
95
533
$8K ﹤0.01%
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534
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195
+3
535
$8K ﹤0.01%
473
536
$8K ﹤0.01%
924
+6
537
$8K ﹤0.01%
180
+4
538
$8K ﹤0.01%
65
+40
539
$8K ﹤0.01%
200
540
$8K ﹤0.01%
1,000
+200
541
$8K ﹤0.01%
75
542
$8K ﹤0.01%
500
543
$7K ﹤0.01%
352
+158
544
$7K ﹤0.01%
298
545
$7K ﹤0.01%
52
+48
546
$7K ﹤0.01%
+110
547
$7K ﹤0.01%
50
548
$7K ﹤0.01%
122
549
$7K ﹤0.01%
66
+54
550
$7K ﹤0.01%
+76
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