MWP

MYCIO Wealth Partners Portfolio holdings

AUM $433M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
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
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
76
$639K 0.11%
7,769
+583
77
$638K 0.11%
6,047
+5,045
78
$633K 0.11%
57,528
79
$626K 0.11%
9,820
-12,315
80
$618K 0.11%
11,365
+3,000
81
$605K 0.11%
9,657
+74
82
$602K 0.11%
19,702
+15,786
83
$597K 0.11%
32,901
+21,901
84
$594K 0.11%
7,468
+4,508
85
$580K 0.1%
6,863
+42
86
$557K 0.1%
41,265
+20,041
87
$553K 0.1%
5,793
+3
88
$518K 0.09%
18,600
-235,112
89
$509K 0.09%
10,500
+9,709
90
$500K 0.09%
8,000
91
$497K 0.09%
+30,000
92
$488K 0.09%
1,815
+343
93
$483K 0.09%
7,631
+185
94
$482K 0.09%
3,800
95
$473K 0.08%
2,680
+450
96
$472K 0.08%
3,150
97
$465K 0.08%
12,011
+3,625
98
$464K 0.08%
5,635
+489
99
$460K 0.08%
12,220
100
$460K 0.08%
4,490
+2,061
2 3
4
5 6