CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.85B
1-Year Est. Return
24.21%
This Fund
S&P 500
1 Year Est. Return
+24.21%
AUM
$1.85B
AUM Growth
+$56.2M
(+3.1%)
Holding
508
Top Buys
| 1 | +$7.4M | |
| 2 | +$6.92M | |
| 3 | +$6.85M | |
| 4 |
Duke Energy
DUK
|
+$6.84M |
| 5 |
BlackRock Total Return ETF
BRTR
|
+$6.8M |
Top Sells
| 1 | +$7.83M | |
| 2 | +$7.24M | |
| 3 | +$6.92M | |
| 4 |
Bunge Global
BG
|
+$6.61M |
| 5 |
ASML
ASML
|
+$4M |
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 | |
|---|---|---|---|---|---|---|
501
Interactive Brokers
IBKR
$29.7B
| – | – |
-3,162
|
|
||
|
IBMN
502
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| – | – |
-133,984
|
|
||
503
iShares Europe ETF
IEV
$1.66B
| – | – |
-3,521
|
|
||
504
iShares S&P 500 Growth ETF
IVW
$63.2B
| – | – |
-1,675
|
|
||
505
KLA
KLAC
$176B
| – | – |
-1,918
|
|
||
506
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
| – | – |
-2,166
|
|
||
507
Roblox
RBLX
$45B
| – | – |
-1,735
|
|
||
508
EOG Resources
EOG
$70.5B
| – | – |
-2,036
|
|