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
$1.52B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.65M
3
+$7.5M
4
CNH
CNH Industrial
CNH
+$7.31M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$7.29M

Top Sells

1
+$7.67M
2
+$7.1M
3
+$6.98M
4
SLG icon
SL Green Realty
SLG
+$6.95M
5
HON icon
Honeywell
HON
+$6.64M

Sector Composition

1 Technology 17.41%
2 Financials 9.33%
3 Healthcare 8.02%
4 Consumer Discretionary 6.64%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$921K 0.06%
+32,355
227
$916K 0.06%
67,142
-76,171
228
$907K 0.06%
26,832
-1,260
229
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10,661
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230
$895K 0.06%
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231
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2,881
-11
232
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14,348
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233
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+7,824
234
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31,756
235
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236
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3,252
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237
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30,175
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238
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6,393
239
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+32,345
240
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5,181
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241
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242
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246
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5,353
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248
$756K 0.05%
26,847
-7,323
249
$737K 0.05%
3,184
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250
$732K 0.05%
3,660
+574
8 9
10
11 12