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
76
$4.08M 0.43%
77,337
+6,321
77
$4.05M 0.42%
66,870
+4,770
78
$3.99M 0.42%
13,644
+1,333
79
$3.97M 0.41%
116,792
+3,564
80
$3.97M 0.41%
55,174
-27,044
81
$3.95M 0.41%
63,185
+2,708
82
$3.94M 0.41%
76,431
+2,771
83
$3.9M 0.41%
313,889
+16,201
84
$3.85M 0.4%
42,192
-26,491
85
$3.79M 0.4%
262,135
+7,000
86
$3.78M 0.39%
206,982
+8,933
87
$3.78M 0.39%
10,157
+6,965
88
$3.65M 0.38%
9,361
+7,420
89
$3.61M 0.38%
6,712
-443
90
$3.57M 0.37%
85,970
+4,779
91
$3.48M 0.36%
14,482
-372
92
$3.38M 0.35%
30,123
-662
93
$3.34M 0.35%
+338,818
94
$3.33M 0.35%
+124,873
95
$3.33M 0.35%
21,345
-2,305
96
$3.26M 0.34%
5,766
+20
97
$3.22M 0.34%
112,205
+7,733
98
$3.21M 0.33%
48,822
+19
99
$3.18M 0.33%
77,619
100
$3.09M 0.32%
7,201
+6,510
2 3
4
5 6