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
351
$254K 0.02%
+10,749
352
$253K 0.02%
3,016
-7
353
$252K 0.02%
1,382
-52
354
$252K 0.02%
4,788
355
$250K 0.02%
3,502
+91
356
$248K 0.02%
275
-3
357
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10,343
358
$245K 0.02%
2,543
-19
359
$244K 0.02%
601
-3
360
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-6,900
361
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877
362
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3,704
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363
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790
364
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+3,255
365
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3,415
-160
366
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367
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225,124
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368
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369
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370
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2,473
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371
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2,137
372
$221K 0.02%
2,133
-1
373
$219K 0.02%
1,300
374
$218K 0.02%
2,684
375
$214K 0.02%
367
-31
13 14
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