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
$491M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$2.27M
3
+$1.86M
4
EUO icon
ProShares UltraShort Euro
EUO
+$1.12M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.1M

Top Sells

1
+$4.52M
2
+$4.48M
3
+$1.94M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$867K

Sector Composition

1 Financials 19.08%
2 Industrials 17.09%
3 Materials 11.08%
4 Technology 5.61%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
44
552
$4K ﹤0.01%
+62
553
$4K ﹤0.01%
381
554
$4K ﹤0.01%
185
555
$4K ﹤0.01%
80
556
$4K ﹤0.01%
+105
557
$4K ﹤0.01%
+300
558
$4K ﹤0.01%
444
+217
559
$4K ﹤0.01%
+100
560
$4K ﹤0.01%
100
561
$4K ﹤0.01%
72
562
$4K ﹤0.01%
+45
563
$3K ﹤0.01%
90
564
$3K ﹤0.01%
60
565
$3K ﹤0.01%
+42
566
$3K ﹤0.01%
30
567
$3K ﹤0.01%
119
568
$3K ﹤0.01%
+90
569
$3K ﹤0.01%
85
+1
570
$3K ﹤0.01%
276
+6
571
$3K ﹤0.01%
+106
572
$3K ﹤0.01%
50
573
$3K ﹤0.01%
70
574
$3K ﹤0.01%
+230
575
$3K ﹤0.01%
34
-13
21 22
23
24 25