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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
$560M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$10.6M
3
+$6.68M
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$6.56M
5
VTV icon
Vanguard Value ETF
VTV
+$4.04M

Top Sells

1
+$2.27M
2
+$2.13M
3
+$1.46M
4
TK icon
Teekay
TK
+$837K
5
USO icon
United States Oil Fund
USO
+$501K

Sector Composition

1 Financials 17.5%
2 Industrials 11.52%
3 Materials 8.56%
4 Healthcare 5.66%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
100
-7
627
$3K ﹤0.01%
255
628
$3K ﹤0.01%
71
629
$3K ﹤0.01%
500
630
$3K ﹤0.01%
111
631
$3K ﹤0.01%
50
+36
632
$3K ﹤0.01%
340
633
$3K ﹤0.01%
276
634
$3K ﹤0.01%
+130
635
$3K ﹤0.01%
125
+25
636
$3K ﹤0.01%
1,500
637
$3K ﹤0.01%
4
638
$3K ﹤0.01%
100
639
$3K ﹤0.01%
44
640
$3K ﹤0.01%
+26
641
$3K ﹤0.01%
+151
642
$2K ﹤0.01%
216
+116
643
$2K ﹤0.01%
63
644
$2K ﹤0.01%
85
645
$2K ﹤0.01%
40
646
$2K ﹤0.01%
70
647
$2K ﹤0.01%
+19
648
$2K ﹤0.01%
20
649
$2K ﹤0.01%
50
650
$2K ﹤0.01%
500
24 25
26
27 28