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
$1.28B
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.47M
3
+$4.78M
4
BP icon
BP
BP
+$4.53M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.65M

Top Sells

1
+$6.47M
2
+$5.18M
3
+$4.83M
4
IBM icon
IBM
IBM
+$4.68M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.61M

Sector Composition

1 Technology 18.06%
2 Financials 8.83%
3 Healthcare 8.21%
4 Consumer Discretionary 6.54%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.75M 0.53%
25,231
+384
52
$6.75M 0.53%
91,891
+702
53
$6.7M 0.53%
157,745
+2,217
54
$6.63M 0.52%
117,017
+4,293
55
$6.47M 0.51%
242,973
+10,270
56
$6.37M 0.5%
100,418
+4,915
57
$6.34M 0.5%
24,881
+1,883
58
$6.33M 0.5%
41,615
+4,509
59
$6.19M 0.48%
156,095
+7,354
60
$6.16M 0.48%
344,764
-9,290
61
$5.99M 0.47%
165,974
+125,597
62
$5.9M 0.46%
36,974
+3,355
63
$5.86M 0.46%
189,573
+10,416
64
$5.85M 0.46%
27,389
-1,541
65
$5.71M 0.45%
51,445
+3,056
66
$5.64M 0.44%
24,703
+2,970
67
$5.6M 0.44%
92,380
+16,408
68
$5.51M 0.43%
26,162
+512
69
$5.47M 0.43%
+275,282
70
$5.41M 0.42%
128,789
+8,609
71
$5.35M 0.42%
108,276
+6,417
72
$5.25M 0.41%
360,208
+43,731
73
$5.07M 0.4%
476,483
+32,227
74
$4.99M 0.39%
20,904
+1,742
75
$4.97M 0.39%
51,143
+10,378
1 2
3
4 5