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
376
$281K 0.02%
+16,073
377
$281K 0.02%
12,914
+3
378
$280K 0.02%
1,626
-4
379
$280K 0.02%
7,040
+90
380
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+3,209
381
$276K 0.02%
1,087
382
$275K 0.02%
5,777
-54
383
$273K 0.02%
3,987
-6
384
$273K 0.02%
5,801
385
$271K 0.02%
882
-1,389
386
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6,573
387
$269K 0.02%
3,968
-1,231
388
$269K 0.02%
1,822
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389
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2,199
-112
390
$264K 0.02%
3,799
+109
391
$263K 0.02%
5,905
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392
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2,415
393
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+1,946
394
$261K 0.02%
8,527
+1,181
395
$260K 0.02%
981
-2
396
$258K 0.02%
6,546
397
$258K 0.02%
1,778
-12,823
398
$257K 0.02%
+9,453
399
$255K 0.02%
3,259
-33
400
$254K 0.02%
3,390
+2
14 15
16
17 18