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
251
$367K 0.04%
8,278
252
$364K 0.04%
3,856
+823
253
$361K 0.04%
2,168
254
$361K 0.04%
2,369
+1,108
255
$358K 0.04%
20,240
-167
256
$353K 0.04%
3,658
-18
257
$349K 0.04%
1,231
+327
258
$345K 0.04%
3,387
+356
259
$344K 0.04%
+7,689
260
$333K 0.03%
3,665
+69
261
$333K 0.03%
+7,320
262
$332K 0.03%
4,468
263
$327K 0.03%
4,384
+11
264
$324K 0.03%
3,133
265
$322K 0.03%
7,887
+16
266
$322K 0.03%
2,218
267
$319K 0.03%
226,243
268
$317K 0.03%
4,497
+267
269
$315K 0.03%
+2,733
270
$306K 0.03%
2,974
+371
271
$306K 0.03%
4,402
-6
272
$303K 0.03%
9,839
+7
273
$301K 0.03%
3,411
+47
274
$299K 0.03%
4,022
275
$297K 0.03%
4,241
+246
9 10
11
12 13