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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
701
$2K ﹤0.01%
+150
702
$2K ﹤0.01%
+35
703
$2K ﹤0.01%
68
704
$2K ﹤0.01%
130
705
$2K ﹤0.01%
+93
706
$2K ﹤0.01%
+74
707
$2K ﹤0.01%
+71
708
$2K ﹤0.01%
+72
709
$2K ﹤0.01%
+71
710
$2K ﹤0.01%
+40
711
$2K ﹤0.01%
+71
712
$2K ﹤0.01%
44
713
$2K ﹤0.01%
375
714
$2K ﹤0.01%
100
-1,226
715
$2K ﹤0.01%
+72
716
$2K ﹤0.01%
+111
717
$2K ﹤0.01%
51
+41
718
$2K ﹤0.01%
+15
719
$2K ﹤0.01%
+72
720
$2K ﹤0.01%
80
-712
721
$2K ﹤0.01%
+56
722
$2K ﹤0.01%
+81
723
$2K ﹤0.01%
500
724
$2K ﹤0.01%
+42
725
$2K ﹤0.01%
+45
27 28
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