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
$1.48B
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$8.81M
3
+$7.23M
4
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$6.18M
5
TSN icon
Tyson Foods
TSN
+$4.44M

Top Sells

1
+$17.8M
2
+$6.07M
3
+$5.78M
4
COP icon
ConocoPhillips
COP
+$5.44M
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$4.26M

Sector Composition

1 Technology 18.45%
2 Financials 8.96%
3 Healthcare 7.65%
4 Consumer Discretionary 7.19%
5 Consumer Staples 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$892K 0.06%
8,007
-341
227
$887K 0.06%
3,778
+6
228
$884K 0.06%
6,393
229
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24,261
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230
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11,619
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231
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5,264
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232
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$863K 0.06%
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234
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31,756
235
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28,092
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236
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237
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238
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4,433
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239
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240
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241
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245
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2,305
246
$768K 0.05%
15,382
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247
$756K 0.05%
4,138
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248
$746K 0.05%
63,409
249
$742K 0.05%
4,779
250
$741K 0.05%
2,647
-11
8 9
10
11 12