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
$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
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
51
$987K 0.18%
38,587
52
$965K 0.17%
9,403
+1
53
$948K 0.17%
35,000
54
$947K 0.17%
7,101
+948
55
$943K 0.17%
25,762
+44
56
$918K 0.16%
18,185
+7,050
57
$892K 0.16%
9,711
+2,759
58
$863K 0.15%
6,193
+1,816
59
$830K 0.15%
35,736
+171
60
$823K 0.15%
9,462
+1,191
61
$823K 0.15%
12,589
+5,207
62
$806K 0.14%
10,254
+7,515
63
$793K 0.14%
5,478
+1,159
64
$789K 0.14%
8,040
+35
65
$784K 0.14%
5,533
66
$782K 0.14%
26,340
+11,620
67
$768K 0.14%
9,527
+3,839
68
$736K 0.13%
10,372
-6,289
69
$735K 0.13%
24,849
-1,554
70
$725K 0.13%
18,868
71
$721K 0.13%
22,280
+770
72
$688K 0.12%
6,301
+1,495
73
$682K 0.12%
26,842
-1,185
74
$657K 0.12%
27,741
+93
75
$645K 0.11%
9,500
1 2
3
4 5