MWP

MYCIO Wealth Partners Portfolio holdings

AUM $483M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
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
+$4.96M
2
+$4.14M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M

Top Sells

1
+$16.7M
2
+$7.78M
3
+$6.83M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.26M
5
FMC icon
FMC
FMC
+$3.09M

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%
84
627
$4K ﹤0.01%
+200
628
$4K ﹤0.01%
652
+5
629
$4K ﹤0.01%
194
+3
630
$4K ﹤0.01%
118
631
$3K ﹤0.01%
+92
632
$3K ﹤0.01%
185
633
$3K ﹤0.01%
+93
634
$3K ﹤0.01%
+20
635
$3K ﹤0.01%
24
636
$3K ﹤0.01%
100
637
$3K ﹤0.01%
+120
638
$3K ﹤0.01%
+37
639
$3K ﹤0.01%
+75
640
$3K ﹤0.01%
+37
641
$3K ﹤0.01%
500
642
$3K ﹤0.01%
111
643
$3K ﹤0.01%
100
644
$3K ﹤0.01%
+45
645
$3K ﹤0.01%
+20
646
$3K ﹤0.01%
125
647
$3K ﹤0.01%
+105
648
$3K ﹤0.01%
4
649
$3K ﹤0.01%
+108
650
$3K ﹤0.01%
+130
24 25
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