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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
$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
State Street SPDR Bloomberg 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
901
$0 ﹤0.01%
10
902
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20
903
– –
0
904
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-150
905
$0 ﹤0.01%
+15
906
$0 ﹤0.01%
+15
907
– –
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908
$0 ﹤0.01%
+14
909
$0 ﹤0.01%
1
910
– –
-2,000
911
$0 ﹤0.01%
+5
912
$0 ﹤0.01%
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913
$0 ﹤0.01%
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914
$0 ﹤0.01%
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915
$0 ﹤0.01%
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916
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917
$0 ﹤0.01%
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918
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+18
919
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0
920
$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
+12
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– –
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924
$0 ﹤0.01%
4
925
$0 ﹤0.01%
3
35 36
37
38 39