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
$491M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1 +$9.42M
2 +$2.25M
3 +$1.88M
4
EUO icon
ProShares UltraShort Euro
EUO
+$1.21M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.08M

Top Sells

1 +$4.6M
2 +$4.53M
3 +$1.94M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$866K

Sector Composition

1 Financials 19.08%
2 Industrials 17.09%
3 Materials 11.08%
4 Technology 5.61%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-56,400
727
-1,549
728
$0 ﹤0.01%
7,055
729
$0 ﹤0.01%
341,345
730
$0 ﹤0.01%
2,200
731
$0 ﹤0.01%
+20
732
$0 ﹤0.01%
2,800
733
-821
734
$0 ﹤0.01%
21
735
-475
736
$0 ﹤0.01%
36,000
737
-240
738
$0 ﹤0.01%
150
739
-3,784
740
-199
741
$0 ﹤0.01%
58