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
$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
SPDR Bloomberg Barclays 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
651
$2K ﹤0.01%
500
652
$2K ﹤0.01%
+100
653
$2K ﹤0.01%
68
654
$2K ﹤0.01%
1,500
655
$2K ﹤0.01%
375
656
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200
657
$1K ﹤0.01%
15
658
$1K ﹤0.01%
30
659
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19
660
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225
-320
661
$1K ﹤0.01%
100
662
$1K ﹤0.01%
38
663
$1K ﹤0.01%
400
664
$1K ﹤0.01%
84
665
$1K ﹤0.01%
12
666
$1K ﹤0.01%
40
667
$1K ﹤0.01%
10
668
$1K ﹤0.01%
41
669
$1K ﹤0.01%
133
670
$1K ﹤0.01%
23
671
$1K ﹤0.01%
96
672
$1K ﹤0.01%
10
673
$1K ﹤0.01%
7
674
$1K ﹤0.01%
214
675
$1K ﹤0.01%
400
25 26
27
28 29