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
$887M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.62M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.39M

Top Sells

1
+$8.47M
2
+$5.75M
3
+$2.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.39M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.89M

Sector Composition

1 Financials 18.87%
2 Industrials 8.66%
3 Technology 5.96%
4 Materials 5.32%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$406K 0.05%
2,594
+7
152
$404K 0.05%
5,543
-75
153
$389K 0.04%
4,111
-500
154
$386K 0.04%
1,177
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155
$386K 0.04%
2,980
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156
$377K 0.04%
3,734
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157
$374K 0.04%
30,990
158
$374K 0.04%
4,862
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159
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160
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161
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3,155
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162
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2,300
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163
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3,155
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164
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165
$348K 0.04%
31,429
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166
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167
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168
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169
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170
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171
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6,000
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172
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3,491
173
$329K 0.04%
6,464
174
$329K 0.04%
2,376
-13
175
$327K 0.04%
3,417
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