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
401
$244K 0.02%
3,596
-89,613
402
$243K 0.02%
1,630
-26
403
$242K 0.02%
1,690
+119
404
$241K 0.02%
2,264
-3,619
405
$238K 0.02%
4,571
+956
406
$236K 0.02%
7,209
-2,092
407
$236K 0.02%
4,788
408
$233K 0.02%
+5,402
409
$231K 0.02%
3,938
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410
$229K 0.02%
225,079
-45
411
$229K 0.02%
553
-11
412
$228K 0.02%
9,165
-1,230
413
$228K 0.02%
10,343
414
$225K 0.02%
8,690
-5,184
415
$224K 0.02%
360
-10
416
$223K 0.02%
7,346
417
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2,137
-42
418
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3,291
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419
$222K 0.02%
602
420
$220K 0.01%
2,068
-258
421
$216K 0.01%
+2,050
422
$215K 0.01%
2,381
423
$214K 0.01%
636
424
$214K 0.01%
4,255
+263
425
$213K 0.01%
3,642
15 16
17
18 19