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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
$560M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$10.6M
3
+$6.68M
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$6.56M
5
VTV icon
Vanguard Value ETF
VTV
+$4.04M

Top Sells

1
+$2.27M
2
+$2.13M
3
+$1.46M
4
TK icon
Teekay
TK
+$837K
5
USO icon
United States Oil Fund
USO
+$501K

Sector Composition

1 Financials 17.5%
2 Industrials 11.52%
3 Materials 8.56%
4 Healthcare 5.66%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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827
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828
$0 ﹤0.01%
150
829
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-15
830
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831
– –
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832
$0 ﹤0.01%
1,587
833
$0 ﹤0.01%
86
834
$0 ﹤0.01%
2
835
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836
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837
$0 ﹤0.01%
4
838
– –
-500
839
– –
-29
840
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-360
841
– –
-4
842
$0 ﹤0.01%
100
843
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844
– –
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845
$0 ﹤0.01%
4
846
– –
-15
847
– –
-961
848
– –
-2,250
849
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850
– –
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32 33
34
35 36