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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
$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
State Street SPDR Bloomberg 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%
+130
652
$3K ﹤0.01%
+156
653
$3K ﹤0.01%
100
654
$3K ﹤0.01%
100
+10
655
$3K ﹤0.01%
+59
656
$3K ﹤0.01%
1,500
657
$3K ﹤0.01%
+45
658
$3K ﹤0.01%
+126
659
$3K ﹤0.01%
357
+157
660
$3K ﹤0.01%
340
661
$3K ﹤0.01%
100
662
$3K ﹤0.01%
100
663
$3K ﹤0.01%
+120
664
$3K ﹤0.01%
+37
665
$3K ﹤0.01%
+75
666
$3K ﹤0.01%
+37
667
$3K ﹤0.01%
500
668
$3K ﹤0.01%
111
669
$3K ﹤0.01%
100
670
$2K ﹤0.01%
60
671
$2K ﹤0.01%
307
+82
672
$2K ﹤0.01%
32
673
$2K ﹤0.01%
+104
674
$2K ﹤0.01%
+147
675
$2K ﹤0.01%
+71
25 26
27
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