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
$1.03B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$3.29M
3
+$3M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.09M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.46M

Top Sells

1
+$9.62M
2
+$4.92M
3
+$2.51M
4
ERIE icon
Erie Indemnity
ERIE
+$2.17M
5
MDXG icon
MiMedx Group
MDXG
+$2.15M

Sector Composition

1 Financials 16.6%
2 Industrials 8.96%
3 Technology 7.36%
4 Materials 4.76%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.2%
49,221
+2,444
52
$1.99M 0.19%
17,031
+4,493
53
$1.94M 0.19%
113,547
54
$1.87M 0.18%
9,008
+513
55
$1.75M 0.17%
19,531
56
$1.69M 0.16%
12,999
+5,080
57
$1.68M 0.16%
7,827
+2,990
58
$1.68M 0.16%
24,758
59
$1.65M 0.16%
20,376
-3,025
60
$1.64M 0.16%
26,050
61
$1.62M 0.16%
20,000
62
$1.61M 0.16%
14,137
63
$1.58M 0.15%
50,870
+5
64
$1.58M 0.15%
16,636
-532
65
$1.52M 0.15%
16,864
+1,130
66
$1.52M 0.15%
33,440
67
$1.47M 0.14%
186,529
+20,759
68
$1.45M 0.14%
5,490
+22
69
$1.43M 0.14%
18,253
-1,228
70
$1.42M 0.14%
35,200
+10,230
71
$1.42M 0.14%
17,694
-40
72
$1.4M 0.14%
6,715
73
$1.4M 0.14%
40,168
74
$1.33M 0.13%
18,411
-11,497
75
$1.32M 0.13%
15,174
+4,489
1 2
3
4 5