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MWP

MYCIO Wealth Partners Portfolio holdings

AUM $502M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
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
626
$1K ﹤0.01%
3
627
$1K ﹤0.01%
130
628
$1K ﹤0.01%
75
629
$1K ﹤0.01%
15
630
$1K ﹤0.01%
1,587
631
$0 ﹤0.01%
36,000
632
– –
-240
633
$0 ﹤0.01%
58
634
$0 ﹤0.01%
2
635
– –
-44,300
636
$0 ﹤0.01%
4
637
– –
0
638
$0 ﹤0.01%
100
639
– –
0
640
– –
-5,228
641
– –
-30
642
– –
0
643
– –
-302
644
$0 ﹤0.01%
1
645
– –
0
646
– –
-989
647
$0 ﹤0.01%
12
648
– –
-14,901
649
– –
-940
650
– –
0
24 25
26
27 28