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
651
$3K ﹤0.01%
50
+10
652
$3K ﹤0.01%
205
+109
653
$3K ﹤0.01%
80
+10
654
$3K ﹤0.01%
286
655
$3K ﹤0.01%
67
+1
656
$3K ﹤0.01%
8
657
$3K ﹤0.01%
277
658
$3K ﹤0.01%
289
+13
659
$3K ﹤0.01%
1,500
660
$3K ﹤0.01%
+156
661
$3K ﹤0.01%
100
662
$3K ﹤0.01%
100
+10
663
$3K ﹤0.01%
+59
664
$3K ﹤0.01%
1,500
665
$3K ﹤0.01%
+126
666
$3K ﹤0.01%
357
+157
667
$3K ﹤0.01%
+62
668
$3K ﹤0.01%
340
669
$3K ﹤0.01%
100
670
$2K ﹤0.01%
+72
671
$2K ﹤0.01%
80
-712
672
$2K ﹤0.01%
+56
673
$2K ﹤0.01%
+81
674
$2K ﹤0.01%
+39
675
$2K ﹤0.01%
+32
25 26
27
28 29