MWP

MYCIO Wealth Partners Portfolio holdings

AUM $502M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
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
+$4.96M
2
+$4.14M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M

Top Sells

1
+$16.7M
2
+$7.78M
3
+$6.83M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.26M
5
FMC icon
FMC
FMC
+$3.09M

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%
375
727
$2K ﹤0.01%
100
-1,226
728
$2K ﹤0.01%
+72
729
$2K ﹤0.01%
+111
730
$2K ﹤0.01%
+84
731
$2K ﹤0.01%
+39
732
$2K ﹤0.01%
+32
733
$2K ﹤0.01%
+92
734
$2K ﹤0.01%
50
735
$2K ﹤0.01%
500
736
$2K ﹤0.01%
+42
737
$1K ﹤0.01%
+26
738
$1K ﹤0.01%
+14
739
$1K ﹤0.01%
19
740
$1K ﹤0.01%
+20
741
$1K ﹤0.01%
100
742
$1K ﹤0.01%
18
-20
743
$1K ﹤0.01%
+23
744
$1K ﹤0.01%
+13
745
$1K ﹤0.01%
400
746
$1K ﹤0.01%
84
747
$1K ﹤0.01%
+74
748
$1K ﹤0.01%
10
749
$1K ﹤0.01%
42
+1
750
$1K ﹤0.01%
+71
28 29
30
31 32