MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.68M
3
+$399K
4
AAPL icon
Apple
AAPL
+$236K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$118K

Top Sells

1
+$1.36M
2
+$1.31M
3
+$744K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$612K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$571K

Sector Composition

1 Financials 63.05%
2 Technology 4.1%
3 Real Estate 1.19%
4 Materials 0.94%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
51
iShares Core S&P Small-Cap ETF
IJR
$84.9B
– –
-3,450
IWO icon
52
iShares Russell 2000 Growth ETF
IWO
$13.2B
– –
-747
IYLD icon
53
iShares Morningstar Multi-Asset Income ETF
IYLD
$121M
– –
-37,037
1 2
3