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
676
$2K ﹤0.01%
+92
677
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50
678
$2K ﹤0.01%
500
679
$2K ﹤0.01%
68
680
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+93
681
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+147
682
$2K ﹤0.01%
60
683
$2K ﹤0.01%
307
+82
684
$2K ﹤0.01%
32
685
$2K ﹤0.01%
+104
686
$2K ﹤0.01%
+71
687
$2K ﹤0.01%
300
688
$2K ﹤0.01%
+38
689
$2K ﹤0.01%
+88
690
$2K ﹤0.01%
+36
691
$2K ﹤0.01%
+32
692
$2K ﹤0.01%
65
+25
693
$2K ﹤0.01%
+78
694
$2K ﹤0.01%
+200
695
$2K ﹤0.01%
348
696
$2K ﹤0.01%
+150
697
$2K ﹤0.01%
86
+1
698
$2K ﹤0.01%
51
+41
699
$2K ﹤0.01%
+15
700
$2K ﹤0.01%
+153
26 27
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29 30