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
251
$644K 0.05%
16,575
+180
252
$632K 0.05%
2,527
-396
253
$630K 0.05%
5,098
254
$620K 0.05%
3,113
+425
255
$617K 0.05%
32,284
-3,651
256
$608K 0.05%
2,332
257
$608K 0.05%
25,349
+12,702
258
$603K 0.05%
2,486
-20
259
$601K 0.05%
1,925
+503
260
$587K 0.05%
7,457
-2,122
261
$577K 0.05%
4,183
-23
262
$574K 0.05%
5,390
+1,424
263
$573K 0.04%
2,370
-16
264
$568K 0.04%
24,462
265
$568K 0.04%
14,748
266
$560K 0.04%
17,746
-84
267
$559K 0.04%
10,153
268
$556K 0.04%
5,484
-844
269
$550K 0.04%
4,810
+767
270
$544K 0.04%
24,148
-120
271
$541K 0.04%
2,666
-5
272
$539K 0.04%
2,742
+819
273
$533K 0.04%
2,662
+1,231
274
$515K 0.04%
4,836
-1,113
275
$514K 0.04%
+624
9 10
11
12 13