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
51
$5.66M 0.59%
13,245
-11
52
$5.62M 0.59%
37,132
+487
53
$5.59M 0.58%
35,132
-2,725
54
$5.26M 0.55%
25,833
-3,333
55
$5.21M 0.54%
37,168
+23,510
56
$4.96M 0.52%
35,812
+2,473
57
$4.86M 0.51%
54,698
+2,255
58
$4.85M 0.51%
23,912
+2,258
59
$4.83M 0.5%
18,348
+1,063
60
$4.63M 0.48%
32,480
+21,135
61
$4.6M 0.48%
105,660
+14,830
62
$4.59M 0.48%
80,068
-4,460
63
$4.58M 0.48%
37,842
+2,069
64
$4.56M 0.48%
177,599
-1,848
65
$4.52M 0.47%
71,233
+4,662
66
$4.47M 0.47%
38,104
+3,058
67
$4.45M 0.46%
174,206
+150
68
$4.39M 0.46%
252,665
+6,203
69
$4.32M 0.45%
128,147
+3,420
70
$4.26M 0.44%
23,080
-13,290
71
$4.23M 0.44%
162,078
-1,831
72
$4.18M 0.44%
168,350
-1,500
73
$4.17M 0.43%
12,650
+957
74
$4.14M 0.43%
25,565
+939
75
$4.12M 0.43%
44,527
+1,553
1 2
3
4 5