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
151
$189K 0.03%
154
152
$187K 0.03%
4,650
+47
153
$187K 0.03%
11,805
154
$184K 0.03%
1,724
155
$184K 0.03%
44,142
-2,302
156
$179K 0.03%
3,008
157
$179K 0.03%
990
+490
158
$178K 0.03%
1,128
+442
159
$178K 0.03%
6,185
+55
160
$177K 0.03%
6,000
161
$175K 0.03%
4,285
+3
162
$173K 0.03%
2,399
+5
163
$172K 0.03%
+500
164
$170K 0.03%
1,800
165
$168K 0.03%
9,422
+2,000
166
$166K 0.03%
1,600
167
$164K 0.03%
341
168
$163K 0.03%
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-276
169
$162K 0.03%
4,000
170
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2,862
-1,370
171
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7,032
+606
172
$159K 0.03%
6,300
-1,350
173
$156K 0.03%
6,408
174
$149K 0.03%
341
175
$149K 0.03%
+1,500
5 6
7
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