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
701
$2K ﹤0.01%
+39
702
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+32
703
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+92
704
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50
705
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500
706
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707
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+45
708
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+93
709
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+54
710
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+84
711
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712
$2K ﹤0.01%
+81
713
$2K ﹤0.01%
+150
714
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+35
715
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68
716
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130
717
$2K ﹤0.01%
+93
718
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+74
719
$2K ﹤0.01%
+71
720
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+72
721
$2K ﹤0.01%
+71
722
$2K ﹤0.01%
+92
723
$2K ﹤0.01%
+86
724
$2K ﹤0.01%
+75
725
$2K ﹤0.01%
+93
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