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
376
$276K 0.02%
3,993
377
$273K 0.02%
11,655
+2
378
$272K 0.02%
+13,908
379
$271K 0.02%
+5,773
380
$269K 0.02%
877
381
$268K 0.02%
816
-19
382
$267K 0.02%
6,009
-645
383
$266K 0.02%
3,597
384
$266K 0.02%
3,295
+5
385
$265K 0.02%
+9,790
386
$264K 0.02%
10,254
+12
387
$264K 0.02%
7,333
-867
388
$263K 0.02%
2,838
389
$261K 0.02%
1,257
-13
390
$261K 0.02%
1,814
+7
391
$259K 0.02%
3,388
+26
392
$258K 0.02%
2,415
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393
$256K 0.02%
5,867
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394
$253K 0.02%
2,194
+3
395
$253K 0.02%
6,573
396
$249K 0.02%
983
-187
397
$249K 0.02%
6,950
-819
398
$248K 0.02%
2,487
-45
399
$247K 0.02%
6,025
-25
400
$244K 0.02%
+6,607
14 15
16
17 18