CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.69B
This Quarter Return
+4.47%
1 Year Return
+21.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$928M
AUM Growth
+$76.2M
(+9%)
Cap. Flow
+$51.6M
Cap. Flow
% of AUM
5.57%
Top 10 Holdings %
Top 10 Hldgs %
24.22%
Holding
338
New
27
Increased
142
Reduced
111
Closed
18
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$39.8M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$8.99M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$8.31M |
| 4 |
First Trust Municipal High Income ETF
FMHI
|
$7.16M |
| 5 |
First Trust Energy AlphaDEX Fund
FXN
|
$6.3M |
Sector Composition
| 1 | Technology | 12.5% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 6.35% |
| 4 | Financials | 6.21% |
| 5 | Consumer Staples | 6.09% |
