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
$1.28B
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.47M
3
+$4.78M
4
BP icon
BP
BP
+$4.53M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.65M

Top Sells

1
+$6.47M
2
+$5.18M
3
+$4.83M
4
IBM icon
IBM
IBM
+$4.68M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.61M

Sector Composition

1 Technology 18.06%
2 Financials 8.83%
3 Healthcare 8.21%
4 Consumer Discretionary 6.54%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$327K 0.03%
8,348
-136
327
$325K 0.03%
5,419
+935
328
$322K 0.03%
+4,240
329
$314K 0.02%
2,651
-77
330
$309K 0.02%
8,195
331
$308K 0.02%
+2,610
332
$307K 0.02%
+2,440
333
$305K 0.02%
2,421
-14,437
334
$299K 0.02%
+8,341
335
$299K 0.02%
5,807
+17
336
$295K 0.02%
+4,587
337
$292K 0.02%
+7,719
338
$289K 0.02%
4,572
-91
339
$287K 0.02%
+1,037
340
$286K 0.02%
10,277
341
$282K 0.02%
671
+1
342
$280K 0.02%
5,116
-56,066
343
$278K 0.02%
+2,965
344
$271K 0.02%
557
-9
345
$269K 0.02%
2,513
-732
346
$267K 0.02%
1,087
347
$267K 0.02%
5,801
348
$260K 0.02%
6,607
349
$259K 0.02%
+12,905
350
$256K 0.02%
3,993
-31
12 13
14
15 16