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
401
$254K 0.02%
2,484
-3
402
$253K 0.02%
885
+8
403
$251K 0.02%
+1,716
404
$249K 0.02%
4,219
+281
405
$249K 0.02%
6,049
+24
406
$247K 0.02%
808
-8
407
$246K 0.02%
4,788
408
$244K 0.02%
3,264
-31
409
$242K 0.02%
3,934
+60
410
$241K 0.02%
3,705
-117,813
411
$241K 0.02%
2,190
-4
412
$240K 0.02%
1,261
+4
413
$239K 0.02%
242
-23
414
$236K 0.02%
10,343
415
$235K 0.02%
7,745
-2,045
416
$233K 0.02%
556
+3
417
$233K 0.02%
3,297
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418
$229K 0.02%
225,079
419
$227K 0.01%
7,280
-5,036
420
$226K 0.01%
3,022
+13
421
$225K 0.01%
9,165
422
$222K 0.01%
2,859
-178
423
$221K 0.01%
2,137
424
$220K 0.01%
+3,124
425
$219K 0.01%
1,753
+63
15 16
17
18 19