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
326
$204K 0.02%
2,540
-20
327
$204K 0.02%
2,212
+18
328
$202K 0.02%
1,300
329
$200K 0.02%
+1,103
330
$194K 0.02%
20,593
-932
331
$161K 0.02%
11,083
332
$130K 0.01%
17,000
333
$105K 0.01%
10,000
334
$88.5K 0.01%
+10,820
335
$82.3K 0.01%
21,006
336
$81.4K 0.01%
1,800
337
$29.6K ﹤0.01%
48,865
+3,111
338
$7.13K ﹤0.01%
+10,000
339
$1.36K ﹤0.01%
59,322
340
– –
-416,484
341
– –
-4,058
342
– –
-3,000
343
– –
-16,610
344
– –
-1,380
345
– –
-3,464
346
– –
-3,950
347
– –
-151,121
348
– –
-14,397
349
– –
-518
350
– –
-1,473
11 12 13
14
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