CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.85B
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.71M
3
+$5.33M
4
ALL icon
Allstate
ALL
+$4.57M
5
QGRO icon
American Century US Quality Growth ETF
QGRO
+$4.39M

Top Sells

1
+$14.2M
2
+$13.6M
3
+$5.77M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.67M
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$4.45M

Sector Composition

1 Technology 16.61%
2 Healthcare 9.07%
3 Financials 8.2%
4 Consumer Discretionary 7.38%
5 Energy 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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378
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379
– –
-7,996
380
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-20,240
381
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-2,189
382
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-23,036
383
– –
-48,865
384
– –
-174,206
385
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-59,322
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