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
$361M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1 +$55.8M
2 +$51.3M
3 +$44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.04%
2 Industrials 16.38%
3 Materials 14.19%
4 Consumer Discretionary 4.07%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$0 ﹤0.01%
+12
552
$0 ﹤0.01%
+2,800
553
$0 ﹤0.01%
+487
554
$0 ﹤0.01%
+10
555
$0 ﹤0.01%
+120
556
$0 ﹤0.01%
+36,000
557
$0 ﹤0.01%
+40
558
0
559
$0 ﹤0.01%
+84
560
$0 ﹤0.01%
+8