CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.8B
1-Year Est. Return
24.43%
1 Year Est. Return
+24.43%
AUM
$1.69B
AUM Growth
+$163M
(+11%)
Holding
497
Top Buys
| 1 | +$9.38M | |
| 2 | +$7.67M | |
| 3 | +$6.97M | |
| 4 |
Devon Energy
DVN
|
+$6.83M |
| 5 |
Bunge Global
BG
|
+$6.51M |
Top Sells
| 1 | +$7.64M | |
| 2 | +$7.01M | |
| 3 | +$6.68M | |
| 4 |
Comerica
CMA
|
+$6.62M |
| 5 |
Interpublic Group of Companies
IPG
|
+$6.5M |
Sector Composition
| 1 | Technology | 20.37% |
| 2 | Financials | 9.12% |
| 3 | Healthcare | 6.91% |
| 4 | Consumer Discretionary | 6.1% |
| 5 | Consumer Staples | 4.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$340B
| $8.88M | 0.53% |
55,742
+1,546
|
|
||
52
UGI
UGI
$7.25B
| $8.85M | 0.52% |
243,096
+3,695
|
|
||
53
Kinder Morgan
KMI
$59.4B
| $8.69M | 0.52% |
295,725
+11,956
|
|
||
54
Nutrien
NTR
$28B
| $8.66M | 0.51% |
148,766
+6,174
|
|
||
55
Analog Devices
ADI
$113B
| $8.3M | 0.49% |
34,876
+1,037
|
|
||
56
Old Republic International
ORI
$10.2B
| $8.29M | 0.49% |
215,603
+10,568
|
|
||
57
NextEra Energy
NEE
$175B
| $8.26M | 0.49% |
118,977
+2,984
|
|
||
|
CNH
58
CNH Industrial
CNH
$11.9B
| $8.23M | 0.49% |
634,795
+39,518
|
|
||
59
DTE Energy
DTE
$28.7B
| $8.22M | 0.49% |
62,054
+2,602
|
|
||
60
PIMCO Dynamic Income Fund
PDI
$7.72B
| $8.17M | 0.48% |
430,842
+58,761
|
|
||
61
Exxon Mobil
XOM
$491B
| $8.03M | 0.48% |
74,487
+3,607
|
|
||
62
American Express
AXP
$250B
| $8.03M | 0.48% |
25,166
-1,453
|
|
||
63
iShares Russell 1000 Growth ETF
IWF
$126B
| $8.01M | 0.48% |
18,871
+1,450
|
|
||
64
McDonald's
MCD
$212B
| $7.98M | 0.47% |
27,314
+1,357
|
|
||
65
Chubb
CB
$113B
| $7.75M | 0.46% |
26,743
+403
|
|
||
66
Lincoln National
LNC
$7.86B
| $7.67M | 0.45% |
+221,618
|
|
||
67
Progressive
PGR
$126B
| $7.53M | 0.45% |
28,202
+12,829
|
|
||
68
Linde
LIN
$195B
| $7.51M | 0.45% |
16,005
+391
|
|
||
69
CNA Financial
CNA
$12.3B
| $7.25M | 0.43% |
155,909
+10,209
|
|
||
|
ABFL
70
Abacus FCF Leaders ETF
ABFL
$754M
| $7.06M | 0.42% |
99,789
+6,349
|
|
||
71
Rithm Capital
RITM
$6.11B
| $6.97M | 0.41% |
+617,500
|
|
||
72
Amgen
AMGN
$173B
| $6.97M | 0.41% |
24,954
+2,343
|
|
||
73
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.7B
| $6.93M | 0.41% |
103,388
+1,552
|
|
||
74
Trane Technologies
TT
$94.4B
| $6.84M | 0.41% |
15,648
+40
|
|
||
|
75
Devon Energy
DVN
$20.9B
| $6.83M | 0.41% |
+214,751
|
|