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
201
$114K 0.02%
3,100
202
$113K 0.02%
4,452
203
$112K 0.02%
1,493
204
$111K 0.02%
+1,280
205
$111K 0.02%
10,810
+229
206
$109K 0.02%
810
207
$109K 0.02%
1,776
+1,066
208
$109K 0.02%
333
209
$108K 0.02%
3,384
210
$108K 0.02%
6,519
211
$107K 0.02%
3,000
212
$107K 0.02%
1,314
-700
213
$107K 0.02%
3,848
+1,721
214
$106K 0.02%
1,286
+5
215
$106K 0.02%
16,175
+125
216
$105K 0.02%
2,028
-186
217
$105K 0.02%
1,541
+749
218
$105K 0.02%
+292
219
$105K 0.02%
2,684
+2,278
220
$105K 0.02%
+3,000
221
$104K 0.02%
+5,400
222
$103K 0.02%
1,625
+785
223
$103K 0.02%
7,725
+6
224
$102K 0.02%
2,608
225
$101K 0.02%
1,000
7 8
9
10 11