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
$1.28B
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.47M
3
+$4.78M
4
BP icon
BP
BP
+$4.53M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.65M

Top Sells

1
+$6.47M
2
+$5.18M
3
+$4.83M
4
IBM icon
IBM
IBM
+$4.68M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.61M

Sector Composition

1 Technology 18.06%
2 Financials 8.83%
3 Healthcare 8.21%
4 Consumer Discretionary 6.54%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$827K 0.06%
11,473
+2,800
227
$817K 0.06%
8,232
+790
228
$803K 0.06%
4,012
+19
229
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231
$780K 0.06%
17,581
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232
$777K 0.06%
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$774K 0.06%
520
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234
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235
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3,236
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236
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237
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8,225
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238
$747K 0.06%
1,559
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239
$711K 0.06%
+2,305
240
$710K 0.06%
8,028
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241
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2,225
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242
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5,056
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243
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13,024
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244
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245
$687K 0.05%
4,643
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246
$680K 0.05%
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247
$672K 0.05%
12,722
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248
$670K 0.05%
6,290
+3,760
249
$662K 0.05%
5,370
-22,796
250
$644K 0.05%
11,718
-229
8 9
10
11 12