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
926
$0 ﹤0.01%
10
927
$0 ﹤0.01%
+8
928
$0 ﹤0.01%
+14
929
$0 ﹤0.01%
+9
930
– –
0
931
$0 ﹤0.01%
+14
932
$0 ﹤0.01%
+18
933
– –
0
934
$0 ﹤0.01%
+15
935
$0 ﹤0.01%
+9
936
$0 ﹤0.01%
+14
937
$0 ﹤0.01%
+12
938
– –
-248
939
$0 ﹤0.01%
4
940
$0 ﹤0.01%
3
941
– –
-426
942
– –
-397
943
$0 ﹤0.01%
+12
944
$0 ﹤0.01%
4
945
$0 ﹤0.01%
37
+7
946
$0 ﹤0.01%
7
947
$0 ﹤0.01%
+13
948
– –
-584
949
$0 ﹤0.01%
+8
950
$0 ﹤0.01%
+18
35 36 37
38
39