CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.69B
This Quarter Return
+2.83%
1 Year Return
+21.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.48B
AUM Growth
+$1.48B
(+3.3%)
Cap. Flow
+$36.7M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
21.35%
Holding
471
New
27
Increased
217
Reduced
135
Closed
30
Top Buys
| 1 |
First Trust Core Investment Grade ETF
FTCB
|
$17.7M |
| 2 |
Blackrock
BLK
|
$8.81M |
| 3 |
UGI
UGI
|
$7.23M |
| 4 |
First Trust Long Duration Opportunities ETF
LGOV
|
$6.18M |
| 5 |
Tyson Foods
TSN
|
$4.44M |
Top Sells
Sector Composition
| 1 | Technology | 18.45% |
| 2 | Financials | 8.96% |
| 3 | Healthcare | 7.65% |
| 4 | Consumer Discretionary | 7.19% |
| 5 | Consumer Staples | 4.56% |
