CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.69B
1-Year Return
21.83%
This Quarter Return
+2.52%
1 Year Return
+21.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.28B
AUM Growth
+$74.5M
(+6.2%)
Cap. Flow
+$57.7M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
22.14%
Holding
420
New
40
Increased
189
Reduced
120
Closed
26
Top Buys
| 1 |
Altria Group
MO
|
$5.63M |
| 2 |
Kinder Morgan
KMI
|
$5.47M |
| 3 |
Fidelity Blue Chip Growth ETF
FBCG
|
$4.78M |
| 4 |
BP
BP
|
$4.53M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$3.65M |
Top Sells
| 1 |
Costco
COST
|
$6.47M |
| 2 |
Marathon Petroleum
MPC
|
$5.18M |
| 3 |
Phillips 66
PSX
|
$4.83M |
| 4 |
IBM
IBM
|
$4.68M |
| 5 |
iShares Core Total USD Bond Market 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% |
