CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.85B
1-Year Est. Return
24.21%
1 Year Est. Return
+24.21%
AUM
$1.85B
AUM Growth
+$56.2M
(+3.1%)
Holding
508
Top Buys
| 1 | +$7.78M | |
| 2 | +$7.34M | |
| 3 | +$6.77M | |
| 4 |
American Electric Power
AEP
|
+$6.69M |
| 5 |
Duke Energy
DUK
|
+$6.57M |
Top Sells
| 1 | +$8.28M | |
| 2 | +$7.24M | |
| 3 | +$6.92M | |
| 4 |
Bunge Global
BG
|
+$6.61M |
| 5 |
ASML
ASML
|
+$4.11M |
Sector Composition
| 1 | Technology | 20.53% |
| 2 | Financials | 8.48% |
| 3 | Healthcare | 8.44% |
| 4 | Consumer Discretionary | 6.28% |
| 5 | Communication Services | 4.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Growth ETF
VUG
$202B
| $18.3M | 0.99% |
37,526
-1,373
|
|
||
27
Global X Uranium ETF
URA
$6.97B
| $17.7M | 0.95% |
413,160
+17,154
|
|
||
28
Morgan Stanley
MS
$299B
| $16.6M | 0.9% |
93,569
+736
|
|
||
29
iShares Core S&P 500 ETF
IVV
$770B
| $16.5M | 0.89% |
24,139
+360
|
|
||
30
Eli Lilly
LLY
$929B
| $16.1M | 0.87% |
14,939
+1,010
|
|
||
31
Home Depot
HD
$378B
| $15.8M | 0.85% |
45,966
-1,259
|
|
||
32
TJX Companies
TJX
$175B
| $15.4M | 0.83% |
100,578
+2,698
|
|
||
33
SPDR S&P 500 ETF Trust
SPY
$719B
| $15M | 0.81% |
22,025
+1,055
|
|
||
34
Palantir
PLTR
$407B
| $15M | 0.81% |
84,346
-11,586
|
|
||
35
American Express
AXP
$251B
| $13.2M | 0.71% |
35,700
+758
|
|
||
36
Merck
MRK
$270B
| $13M | 0.7% |
123,083
+2,598
|
|
||
37
ARK 21Shares Bitcoin ETF
ARKB
$1.53B
| $12M | 0.65% |
413,772
+17,421
|
|
||
38
Nuveen Floating Rate Income Fund
JFR
$1.26B
| $12M | 0.65% |
1,530,270
-210,700
|
|
||
39
Altria Group
MO
$104B
| $11.3M | 0.61% |
195,930
+8,165
|
|
||
40
Vanguard Total Stock Market ETF
VTI
$582B
| $11.2M | 0.6% |
33,301
-405
|
|
||
41
Alphabet (Google) Class C
GOOG
$3.99T
| $11.1M | 0.6% |
35,507
+346
|
|
||
42
BlackRock Multi-Sector Income Trust
BIT
$583M
| $10.9M | 0.59% |
837,581
+15,201
|
|
||
43
RTX Corp
RTX
$271B
| $10.9M | 0.59% |
59,269
+1,477
|
|
||
44
Visa
V
$633B
| $10.6M | 0.57% |
30,366
+427
|
|
||
45
Tesla
TSLA
$1.46T
| $10.6M | 0.57% |
23,487
+296
|
|
||
46
Analog Devices
ADI
$147B
| $10.5M | 0.56% |
38,606
+3,630
|
|
||
47
Verizon
VZ
$164B
| $10.2M | 0.55% |
249,552
+9,014
|
|
||
48
Old Republic International
ORI
$10.6B
| $10.1M | 0.54% |
220,721
+6,435
|
|
||
49
Lincoln National
LNC
$7.77B
| $9.99M | 0.54% |
224,376
+7,611
|
|
||
50
UGI
UGI
$8.06B
| $9.83M | 0.53% |
262,542
+9,037
|
|