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
101
$3.01M 0.31%
68,892
+3,666
102
$2.99M 0.31%
+142,598
103
$2.69M 0.28%
15,940
+1,005
104
$2.64M 0.28%
58,476
-245
105
$2.52M 0.26%
33,567
-4,585
106
$2.43M 0.25%
42,176
+75
107
$2.42M 0.25%
41,629
+96
108
$2.39M 0.25%
+26,056
109
$2.39M 0.25%
18,822
+3,420
110
$2.3M 0.24%
60,499
+177
111
$2.29M 0.24%
13,493
+999
112
$2.27M 0.24%
9,870
+5,249
113
$2.24M 0.23%
85,640
+324
114
$2.24M 0.23%
20,889
+1
115
$2.22M 0.23%
14,863
-5,510
116
$2.18M 0.23%
+37,324
117
$2.16M 0.23%
3,342
-350
118
$2.14M 0.22%
12,471
119
$2.13M 0.22%
5,200
-111
120
$2.11M 0.22%
7,044
+831
121
$2.1M 0.22%
35,257
122
$2.09M 0.22%
+73,009
123
$2.09M 0.22%
49,760
-13
124
$2.03M 0.21%
74,151
-16,647
125
$2.02M 0.21%
27,426
3 4
5
6 7