CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.85B
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.71M
3
+$5.33M
4
ALL icon
Allstate
ALL
+$4.57M
5
QGRO icon
American Century US Quality Growth ETF
QGRO
+$4.39M

Top Sells

1
+$14.2M
2
+$13.6M
3
+$5.77M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.67M
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$4.45M

Sector Composition

1 Technology 16.61%
2 Healthcare 9.07%
3 Financials 8.2%
4 Consumer Discretionary 7.38%
5 Energy 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$390K 0.04%
+3,595
277
$389K 0.04%
2,226
+8
278
$386K 0.04%
3,329
+98
279
$386K 0.04%
2,668
+5
280
$386K 0.04%
5,085
+336
281
$382K 0.04%
1,700
-9
282
$381K 0.04%
3,686
+21
283
$380K 0.04%
4,390
+6
284
$377K 0.03%
9,343
-40,417
285
$376K 0.03%
2,638
+94
286
$361K 0.03%
6,713
-607
287
$361K 0.03%
8,622
+482
288
$359K 0.03%
8,186
-508
289
$356K 0.03%
3,658
290
$355K 0.03%
7,771
+82
291
$350K 0.03%
3,133
292
$340K 0.03%
9,819
-20
293
$338K 0.03%
+662
294
$338K 0.03%
2,642
295
$333K 0.03%
1,218
-13
296
$332K 0.03%
4,340
+47
297
$329K 0.03%
1,875
298
$328K 0.03%
+5,245
299
$328K 0.03%
+14,474
300
$326K 0.03%
4,537
+296
10 11
12
13 14