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
276
$296K 0.03%
4,293
+9
277
$296K 0.03%
2,663
+8
278
$295K 0.03%
3,340
+774
279
$295K 0.03%
4,607
-71
280
$294K 0.03%
2,642
281
$293K 0.03%
20,818
282
$288K 0.03%
1,875
283
$287K 0.03%
+6,197
284
$283K 0.03%
1,035
-5
285
$282K 0.03%
4,072
-52
286
$282K 0.03%
2,189
+149
287
$281K 0.03%
2,544
-1,791
288
$278K 0.03%
4,749
+1,119
289
$275K 0.03%
2,667
-4
290
$268K 0.03%
7,996
291
$267K 0.03%
3,826
-127
292
$266K 0.03%
1,332
+5
293
$266K 0.03%
4,622
+685
294
$265K 0.03%
25,395
-3,536
295
$258K 0.03%
4,765
+431
296
$255K 0.03%
8,163
+768
297
$249K 0.03%
+1,784
298
$245K 0.03%
+23,036
299
$244K 0.03%
+6,331
300
$243K 0.03%
10,180
+85
10 11
12
13 14