CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.8B
1-Year Est. Return 24.43%
This Quarter Est. Return
1 Year Est. Return
+24.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$959M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$3.34M
3
+$3.33M
4
IBM icon
IBM
IBM
+$3.3M
5
JPM icon
JPMorgan Chase
JPM
+$3.04M

Top Sells

1
+$5.22M
2
+$3.76M
3
+$3.41M
4
KHC icon
Kraft Heinz
KHC
+$3.28M
5
CPB icon
Campbell Soup
CPB
+$3.01M

Sector Composition

1 Technology 14.37%
2 Healthcare 8.74%
3 Financials 6.95%
4 Consumer Discretionary 6.68%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$490K 0.05%
5,169
227
$489K 0.05%
8,432
-1,222
228
$484K 0.05%
16,103
229
$478K 0.05%
2,704
-213
230
$467K 0.05%
2,376
+450
231
$458K 0.05%
15,198
232
$458K 0.05%
527
+2
233
$453K 0.05%
2,472
234
$428K 0.04%
8,573
+1,359
235
$421K 0.04%
+8,655
236
$418K 0.04%
5,154
237
$417K 0.04%
5,585
-1,499
238
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1,160
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239
$396K 0.04%
12,608
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240
$392K 0.04%
1,709
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241
$387K 0.04%
3,231
+1,171
242
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+7,799
243
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244
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245
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16,938
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246
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247
$375K 0.04%
37,000
-10,743
248
$375K 0.04%
5,788
-52,644
249
$374K 0.04%
849
+1
250
$368K 0.04%
4,070
-459
8 9
10
11 12