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
326
$403K 0.03%
14,910
327
$400K 0.03%
3,133
328
$400K 0.03%
+9,956
329
$399K 0.03%
2,857
-103
330
$395K 0.03%
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331
$392K 0.03%
2,642
332
$391K 0.03%
38,629
+5,836
333
$390K 0.03%
14,496
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334
$387K 0.03%
15,153
+591
335
$379K 0.03%
4,404
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336
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12,316
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337
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-11
338
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4,421
+1,539
339
$371K 0.03%
1,064
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340
$370K 0.03%
8,678
341
$369K 0.02%
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342
$369K 0.02%
2,104
343
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344
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1,017
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345
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346
$358K 0.02%
12,439
347
$353K 0.02%
1,218
348
$352K 0.02%
+10,254
349
$352K 0.02%
1,595
+32
350
$351K 0.02%
2,186
12 13
14
15 16