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
$285M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$608K
2 +$376K
3 +$275K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$30.8K
5
VFC icon
VF Corp
VFC
+$8.54K

Top Sells

1 +$2.19M
2 +$1.47M
3 +$950K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$670K
5
WFC icon
Wells Fargo
WFC
+$370K

Sector Composition

1 Financials 54.99%
2 Technology 4.63%
3 Real Estate 2.36%
4 Industrials 0.86%
5 Materials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,057
52
-8,949