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
$1.48B
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$8.81M
3
+$7.23M
4
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$6.18M
5
TSN icon
Tyson Foods
TSN
+$4.44M

Top Sells

1
+$17.8M
2
+$6.07M
3
+$5.78M
4
COP icon
ConocoPhillips
COP
+$5.44M
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$4.26M

Sector Composition

1 Technology 18.45%
2 Financials 8.96%
3 Healthcare 7.65%
4 Consumer Discretionary 7.19%
5 Consumer Staples 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$571K 0.04%
6,662
+841
277
$570K 0.04%
6,962
-19
278
$565K 0.04%
2,332
279
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280
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281
$546K 0.04%
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282
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1,592
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283
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952
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284
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9,530
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285
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6,541
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286
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5,154
287
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290
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293
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294
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295
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296
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11,469
-8,995
297
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4,052
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298
$500K 0.03%
21,508
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299
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5,690
+436
300
$498K 0.03%
9,814
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