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
676
$2K ﹤0.01%
+71
677
$2K ﹤0.01%
300
678
$2K ﹤0.01%
+42
679
$2K ﹤0.01%
+28
680
$2K ﹤0.01%
+88
681
$2K ﹤0.01%
+36
682
$2K ﹤0.01%
+32
683
$2K ﹤0.01%
65
+25
684
$2K ﹤0.01%
+78
685
$2K ﹤0.01%
+200
686
$2K ﹤0.01%
348
687
$2K ﹤0.01%
+150
688
$2K ﹤0.01%
86
+1
689
$2K ﹤0.01%
51
+41
690
$2K ﹤0.01%
+15
691
$2K ﹤0.01%
+153
692
$2K ﹤0.01%
19
693
$2K ﹤0.01%
20
694
$2K ﹤0.01%
+210
695
$2K ﹤0.01%
+2
696
$2K ﹤0.01%
+54
697
$2K ﹤0.01%
+72
698
$2K ﹤0.01%
80
-712
699
$2K ﹤0.01%
+56
700
$2K ﹤0.01%
+81
26 27
28
29 30