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
626
$4K ﹤0.01%
+20
627
$4K ﹤0.01%
124
+24
628
$4K ﹤0.01%
+75
629
$4K ﹤0.01%
72
630
$4K ﹤0.01%
84
631
$3K ﹤0.01%
+92
632
$3K ﹤0.01%
185
633
$3K ﹤0.01%
+62
634
$3K ﹤0.01%
+93
635
$3K ﹤0.01%
+20
636
$3K ﹤0.01%
50
+10
637
$3K ﹤0.01%
205
+109
638
$3K ﹤0.01%
80
+10
639
$3K ﹤0.01%
286
640
$3K ﹤0.01%
67
+1
641
$3K ﹤0.01%
24
642
$3K ﹤0.01%
100
643
$3K ﹤0.01%
+120
644
$3K ﹤0.01%
+37
645
$3K ﹤0.01%
+75
646
$3K ﹤0.01%
+37
647
$3K ﹤0.01%
500
648
$3K ﹤0.01%
111
649
$3K ﹤0.01%
100
650
$3K ﹤0.01%
8
24 25
26
27 28