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
$957M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$14.1M
3
+$8.9M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$6.93M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$6.88M

Top Sells

1
+$13.8M
2
+$13.3M
3
+$7.28M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$6.48M
5
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$6.43M

Sector Composition

1 Technology 14.39%
2 Healthcare 9.07%
3 Consumer Discretionary 6.9%
4 Financials 5.88%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$275K 0.03%
7,996
277
$273K 0.03%
3,953
-169
278
$272K 0.03%
1,327
+8
279
$271K 0.03%
+3,995
280
$271K 0.03%
904
-118
281
$271K 0.03%
2,040
282
$271K 0.03%
4,230
+924
283
$263K 0.03%
524
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284
$262K 0.03%
10,095
+87
285
$259K 0.03%
+4,334
286
$255K 0.03%
877
287
$253K 0.03%
4,058
288
$250K 0.03%
2,194
-311
289
$243K 0.03%
7,395
+520
290
$239K 0.03%
+303
291
$238K 0.02%
+3,214
292
$233K 0.02%
10,064
293
$233K 0.02%
+4,788
294
$232K 0.02%
+4,284
295
$231K 0.02%
2,137
296
$231K 0.02%
+3,630
297
$230K 0.02%
2,566
-111
298
$228K 0.02%
1,406
-40
299
$228K 0.02%
+656
300
$228K 0.02%
2,560
-61
10 11
12
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