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
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
701
$2K ﹤0.01%
+81
702
$2K ﹤0.01%
+45
703
$2K ﹤0.01%
+93
704
$2K ﹤0.01%
+54
705
$2K ﹤0.01%
+70
706
$2K ﹤0.01%
+81
707
$2K ﹤0.01%
+150
708
$2K ﹤0.01%
+35
709
$2K ﹤0.01%
68
710
$2K ﹤0.01%
130
711
$2K ﹤0.01%
+93
712
$2K ﹤0.01%
+74
713
$2K ﹤0.01%
+71
714
$2K ﹤0.01%
+72
715
$2K ﹤0.01%
+71
716
$2K ﹤0.01%
+92
717
$2K ﹤0.01%
+86
718
$2K ﹤0.01%
+75
719
$2K ﹤0.01%
+93
720
$2K ﹤0.01%
+100
721
$2K ﹤0.01%
+60
722
$2K ﹤0.01%
12,000
723
$2K ﹤0.01%
+40
724
$2K ﹤0.01%
+71
725
$2K ﹤0.01%
44
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