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
$959M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$3.34M
3
+$3.33M
4
IBM icon
IBM
IBM
+$3.3M
5
JPM icon
JPMorgan Chase
JPM
+$3.04M

Top Sells

1
+$5.22M
2
+$3.76M
3
+$3.41M
4
KHC icon
Kraft Heinz
KHC
+$3.28M
5
CPB icon
Campbell Soup
CPB
+$3.01M

Sector Composition

1 Technology 14.37%
2 Healthcare 8.74%
3 Financials 6.95%
4 Consumer Discretionary 6.68%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.72M 0.91%
609,127
+13,362
27
$8.13M 0.85%
207,463
+2,984
28
$7.72M 0.8%
72,873
+8,475
29
$7.67M 0.8%
25,396
-604
30
$7.63M 0.8%
136,318
+8,622
31
$7.3M 0.76%
807,941
32
$7.27M 0.76%
31,618
+2,166
33
$7.13M 0.74%
145,291
-11,882
34
$7.09M 0.74%
48,614
-762
35
$7.05M 0.73%
930,081
+20,134
36
$6.89M 0.72%
57,334
+3,189
37
$6.85M 0.71%
409,946
-32,221
38
$6.76M 0.7%
32,452
+14,138
39
$6.75M 0.7%
46,479
-672
40
$6.64M 0.69%
115,659
-2,279
41
$6.51M 0.68%
21,203
+387
42
$6.47M 0.67%
95,689
-1,721
43
$6.35M 0.66%
29,906
-40
44
$6.24M 0.65%
122,289
-2,264
45
$6.1M 0.64%
87,112
-74,499
46
$6.02M 0.63%
24,048
+888
47
$5.97M 0.62%
31,383
+3,537
48
$5.91M 0.62%
33,754
-1,267
49
$5.85M 0.61%
44,370
+11,158
50
$5.77M 0.6%
243,643
-6,283
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