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
751
$1K ﹤0.01%
216
752
$1K ﹤0.01%
133
753
$1K ﹤0.01%
23
754
$1K ﹤0.01%
+30
755
$1K ﹤0.01%
+9
756
$1K ﹤0.01%
+13
757
$1K ﹤0.01%
10
758
$1K ﹤0.01%
+12
759
$1K ﹤0.01%
+39
760
$1K ﹤0.01%
+35
761
$1K ﹤0.01%
+8
762
$1K ﹤0.01%
+23
763
$1K ﹤0.01%
+18
764
$1K ﹤0.01%
+60
765
$1K ﹤0.01%
+25
766
$1K ﹤0.01%
+62
767
$1K ﹤0.01%
+22
768
$1K ﹤0.01%
+19
769
$1K ﹤0.01%
7
770
$1K ﹤0.01%
+40
771
$1K ﹤0.01%
+10
772
$1K ﹤0.01%
+34
773
$1K ﹤0.01%
+36
774
$1K ﹤0.01%
+43
775
$1K ﹤0.01%
+15
29 30
31
32 33