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
351
$334K 0.02%
9,045
-1,815
352
$333K 0.02%
2,599
-978
353
$332K 0.02%
713
-10
354
$328K 0.02%
13,812
-1,098
355
$328K 0.02%
10,254
356
$323K 0.02%
8,195
357
$319K 0.02%
6,772
+999
358
$317K 0.02%
5,316
-26,295
359
$314K 0.02%
6,062
-1,993
360
$313K 0.02%
3,175
+74
361
$310K 0.02%
5,185
-93,483
362
$307K 0.02%
11,430
-3,066
363
$306K 0.02%
4,293
+4
364
$306K 0.02%
5,120
-512
365
$303K 0.02%
6,982
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366
$298K 0.02%
1,696
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367
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3,763
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368
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2,838
369
$291K 0.02%
6,878
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370
$287K 0.02%
19,040
+191
371
$285K 0.02%
12,008
+353
372
$284K 0.02%
1,359
+376
373
$282K 0.02%
5,524
+1,269
374
$282K 0.02%
+3,790
375
$282K 0.02%
5,832
+2
13 14
15
16 17