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
301
$241K 0.03%
5,439
+167
302
$236K 0.02%
7,002
-97,584
303
$234K 0.02%
5,696
-73,393
304
$232K 0.02%
10,064
305
$230K 0.02%
1,481
+75
306
$230K 0.02%
526
+2
307
$230K 0.02%
4,788
308
$229K 0.02%
7,236
+396
309
$229K 0.02%
+2,579
310
$224K 0.02%
+104,120
311
$223K 0.02%
3,264
-1,673
312
$221K 0.02%
12,691
313
$220K 0.02%
24,012
-63,641
314
$216K 0.02%
5,252
-4,683
315
$216K 0.02%
10,343
316
$213K 0.02%
3,225
+11
317
$212K 0.02%
+2,760
318
$212K 0.02%
1,087
319
$211K 0.02%
877
320
$210K 0.02%
3,021
+5
321
$208K 0.02%
658
+2
322
$208K 0.02%
2,137
323
$207K 0.02%
+2,420
324
$207K 0.02%
299
-4
325
$207K 0.02%
+8,390
11 12
13
14 15