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
301
$489K 0.03%
8,278
302
$485K 0.03%
2,090
+3
303
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5,184
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304
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17,743
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306
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4,725
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307
$459K 0.03%
978
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308
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309
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8,742
310
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+2,013
311
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7,597
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312
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313
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2,690
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314
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315
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316
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319
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320
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3,874
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321
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322
$419K 0.03%
19,148
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323
$416K 0.03%
1,254
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324
$411K 0.03%
12,728
-7
325
$408K 0.03%
10,860
-239
11 12
13
14 15