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
101
$451K 0.08%
11,433
+46
102
$446K 0.08%
22,584
+62
103
$434K 0.08%
9,351
+80
104
$432K 0.08%
3,256
+16
105
$426K 0.08%
+5,483
106
$404K 0.07%
14,360
107
$396K 0.07%
3,553
+3,497
108
$380K 0.07%
15,705
109
$377K 0.07%
13,241
+481
110
$371K 0.07%
4,599
111
$366K 0.07%
37,830
-30,203
112
$347K 0.06%
13,856
113
$345K 0.06%
9,942
114
$343K 0.06%
4,984
+106
115
$342K 0.06%
9,777
-95,175
116
$342K 0.06%
5,529
+27
117
$338K 0.06%
3,771
+2,083
118
$332K 0.06%
4,340
+1,303
119
$326K 0.06%
5,704
+2,623
120
$325K 0.06%
3,136
+1,004
121
$322K 0.06%
6,996
-670
122
$322K 0.06%
2,658
+6
123
$321K 0.06%
3,248
+39
124
$300K 0.05%
5,555
-300
125
$299K 0.05%
+1,137
3 4
5
6 7