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
276
$511K 0.04%
7,806
+3,344
277
$510K 0.04%
2,942
-29,845
278
$508K 0.04%
2,382
-28
279
$506K 0.04%
21,709
+1,340
280
$504K 0.04%
+2,176
281
$502K 0.04%
+12,926
282
$500K 0.04%
5,154
283
$495K 0.04%
5,178
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284
$493K 0.04%
7,029
-14
285
$489K 0.04%
46,841
286
$482K 0.04%
4,924
287
$480K 0.04%
6,183
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288
$474K 0.04%
8,278
289
$474K 0.04%
5,843
-53
290
$464K 0.04%
3,253
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291
$459K 0.04%
3,509
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292
$455K 0.04%
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293
$455K 0.04%
5,168
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294
$451K 0.04%
1,746
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295
$427K 0.03%
1,143
-7
296
$425K 0.03%
3,858
+191
297
$410K 0.03%
12,250
+2,408
298
$410K 0.03%
7,990
-415
299
$402K 0.03%
1,875
300
$396K 0.03%
4,411
-2
10 11
12
13 14