CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.85B
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
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
+$18M
2
+$8.72M
3
+$6.64M
4
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$6.35M
5
TSN icon
Tyson Foods
TSN
+$4.67M

Top Sells

1
+$18.2M
2
+$6.54M
3
+$5.83M
4
ALLY icon
Ally Financial
ALLY
+$5.78M
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
451
– –
-14,666
452
– –
-6,879
453
– –
-5,014
454
– –
-678
455
– –
-5,185
456
– –
-2,578
457
– –
-12,000
458
– –
-11,287
459
– –
-2,684
460
– –
-10,000
461
– –
-2,169
462
– –
-131,311
463
– –
-1,291
464
– –
-6,192
465
– –
-1,426
466
– –
-1,250
467
– –
-4,414
468
– –
-30,220
469
– –
-10,000
470
– –
-163,102
15 16 17 18
19