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
$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
State Street 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
726
$2K ﹤0.01%
+100
727
$2K ﹤0.01%
+60
728
$2K ﹤0.01%
12,000
729
$2K ﹤0.01%
+40
730
$2K ﹤0.01%
+71
731
$2K ﹤0.01%
44
732
$2K ﹤0.01%
375
733
$2K ﹤0.01%
100
-1,226
734
$2K ﹤0.01%
+72
735
$2K ﹤0.01%
+111
736
$2K ﹤0.01%
+35
737
$1K ﹤0.01%
19
738
$1K ﹤0.01%
+20
739
$1K ﹤0.01%
100
740
$1K ﹤0.01%
18
-20
741
$1K ﹤0.01%
+23
742
$1K ﹤0.01%
+13
743
$1K ﹤0.01%
400
744
$1K ﹤0.01%
84
745
$1K ﹤0.01%
+74
746
$1K ﹤0.01%
10
747
$1K ﹤0.01%
42
+1
748
$1K ﹤0.01%
+71
749
$1K ﹤0.01%
216
750
$1K ﹤0.01%
133
28 29
30
31 32