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
176
$149K 0.03%
3,700
+200
177
$147K 0.03%
717
178
$146K 0.03%
4,665
179
$143K 0.03%
750
180
$143K 0.03%
5,000
181
$140K 0.02%
11,177
182
$138K 0.02%
6,776
+1,008
183
$138K 0.02%
2,835
-3,900
184
$135K 0.02%
1,835
185
$133K 0.02%
6,072
+80
186
$133K 0.02%
1,960
+1,880
187
$131K 0.02%
1,852
+400
188
$131K 0.02%
5,000
-1,025
189
$129K 0.02%
9,683
190
$127K 0.02%
10,855
+104
191
$127K 0.02%
2,048
-150
192
$126K 0.02%
1,500
193
$125K 0.02%
367
+1
194
$121K 0.02%
1,037
+888
195
$121K 0.02%
13,461
196
$120K 0.02%
10,000
197
$119K 0.02%
2,836
+20
198
$118K 0.02%
5,578
199
$117K 0.02%
2,599
+286
200
$115K 0.02%
1,809
+1,375
6 7
8
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