MWP
MYCIO Wealth Partners Portfolio holdings
AUM
$433M
This Quarter Return
+10.69%
1 Year Return
+13.63%
3 Year Return
+48.96%
5 Year Return
+111.15%
10 Year Return
+164.65%
AUM
$403M
AUM Growth
+$403M
(+9.5%)
Cap. Flow
-$872K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
67.96%
Holding
660
New
89
Increased
160
Reduced
62
Closed
33
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$3.72M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.36M |
| 3 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$1.47M |
| 4 |
GSK
GSK
|
$1.04M |
| 5 |
Gogo Inc
GOGO
|
$752K |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$5.46M |
| 2 |
KATE
Kate Spade & Company
KATE
|
$4.41M |
| 3 |
ProShares UltraShort Euro
EUO
|
$3.91M |
| 4 |
VPHM
VIROPHARMA INC
VPHM
|
$3.9M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.96M |
Sector Composition
| 1 | Financials | 18.36% |
| 2 | Industrials | 18.14% |
| 3 | Materials | 13.51% |
| 4 | Healthcare | 4.51% |
| 5 | Technology | 3.25% |