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
$1.52B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.65M
3
+$7.5M
4
CNH
CNH Industrial
CNH
+$7.31M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$7.29M

Top Sells

1
+$7.67M
2
+$7.1M
3
+$6.98M
4
SLG icon
SL Green Realty
SLG
+$6.95M
5
HON icon
Honeywell
HON
+$6.64M

Sector Composition

1 Technology 17.41%
2 Financials 9.33%
3 Healthcare 8.02%
4 Consumer Discretionary 6.64%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$399K 0.03%
2,264
+78
327
$391K 0.03%
17,236
+378
328
$380K 0.03%
3,424
-1,955
329
$380K 0.02%
1,020
+3
330
$377K 0.02%
12,439
331
$375K 0.02%
12,738
+10
332
$371K 0.02%
4,074
-562
333
$371K 0.02%
2,875
-258
334
$369K 0.02%
14,042
+3,788
335
$367K 0.02%
4,421
+17
336
$364K 0.02%
2,104
337
$360K 0.02%
1,219
+1
338
$355K 0.02%
34,868
-3,761
339
$353K 0.02%
4,375
-70
340
$349K 0.02%
2,642
341
$346K 0.02%
9,915
-41
342
$345K 0.02%
1,266
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343
$345K 0.02%
2,365
-492
344
$341K 0.02%
+5,316
345
$341K 0.02%
+4,149
346
$341K 0.02%
+2,131
347
$340K 0.02%
1,249
-5
348
$338K 0.02%
6,795
+2,446
349
$336K 0.02%
1,073
+9
350
$334K 0.02%
10,277
12 13
14
15 16