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
351
$342K 0.02%
723
352
$338K 0.02%
16,858
-9,853
353
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3,037
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354
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355
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356
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357
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358
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3,101
-7
360
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8,195
362
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363
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366
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368
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371
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5,801
372
$281K 0.02%
18,849
+2,081
373
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3,292
-50
374
$280K 0.02%
265
-5
375
$279K 0.02%
6,926
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