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
651
$3K ﹤0.01%
340
652
$3K ﹤0.01%
100
653
$3K ﹤0.01%
277
654
$3K ﹤0.01%
289
+13
655
$3K ﹤0.01%
+20
656
$3K ﹤0.01%
125
657
$3K ﹤0.01%
+105
658
$3K ﹤0.01%
1,500
659
$3K ﹤0.01%
4
660
$3K ﹤0.01%
+108
661
$3K ﹤0.01%
+130
662
$3K ﹤0.01%
+156
663
$3K ﹤0.01%
100
664
$3K ﹤0.01%
100
+10
665
$3K ﹤0.01%
+59
666
$3K ﹤0.01%
1,500
667
$3K ﹤0.01%
+45
668
$3K ﹤0.01%
+126
669
$3K ﹤0.01%
357
+157
670
$2K ﹤0.01%
+38
671
$2K ﹤0.01%
60
672
$2K ﹤0.01%
307
+82
673
$2K ﹤0.01%
32
674
$2K ﹤0.01%
+104
675
$2K ﹤0.01%
+147
25 26
27
28 29