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
576
$6K ﹤0.01%
161
577
$6K ﹤0.01%
307
578
$6K ﹤0.01%
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579
$6K ﹤0.01%
+250
580
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581
$5K ﹤0.01%
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582
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583
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6
584
$5K ﹤0.01%
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585
$5K ﹤0.01%
+100
586
$5K ﹤0.01%
731
587
$5K ﹤0.01%
100
588
$5K ﹤0.01%
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589
$5K ﹤0.01%
184
590
$5K ﹤0.01%
160
591
$5K ﹤0.01%
130
592
$5K ﹤0.01%
428
593
$5K ﹤0.01%
117
+7
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$5K ﹤0.01%
+445
595
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19
596
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285
+65
597
$5K ﹤0.01%
76
598
$5K ﹤0.01%
+518
599
$5K ﹤0.01%
356
600
$4K ﹤0.01%
70
+10
22 23
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