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
126
$296K 0.05%
2,354
+14
127
$276K 0.05%
2,692
+1
128
$274K 0.05%
31,872
-2,121
129
$269K 0.05%
4,449
130
$269K 0.05%
2,259
131
$266K 0.05%
6,600
132
$259K 0.05%
19,149
+110
133
$258K 0.05%
6,000
134
$253K 0.04%
6,800
135
$239K 0.04%
6,136
+82
136
$236K 0.04%
23,130
+1,130
137
$234K 0.04%
2,100
138
$230K 0.04%
1,993
+1,750
139
$229K 0.04%
5,480
+3,134
140
$225K 0.04%
1,018
141
$218K 0.04%
5,210
+55
142
$215K 0.04%
1,700
+1,674
143
$213K 0.04%
2,369
-87
144
$211K 0.04%
5,852
+1,652
145
$208K 0.04%
8,436
+286
146
$208K 0.04%
2,871
147
$207K 0.04%
3,016
+765
148
$203K 0.04%
2,300
149
$198K 0.04%
1,978
+111
150
$196K 0.03%
+2,500
4 5
6
7 8