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
126
$2.01M 0.21%
19,489
-1,496
127
$1.96M 0.2%
20,470
+2,188
128
$1.92M 0.2%
4,427
-292
129
$1.86M 0.19%
152,930
130
$1.86M 0.19%
8,434
+187
131
$1.85M 0.19%
7,238
+492
132
$1.82M 0.19%
43,015
+176
133
$1.78M 0.19%
53,595
+3,153
134
$1.75M 0.18%
65,043
-59
135
$1.75M 0.18%
25,696
-2,730
136
$1.71M 0.18%
39,190
+4,084
137
$1.7M 0.18%
7,926
+39
138
$1.65M 0.17%
7,907
+5,977
139
$1.63M 0.17%
9,908
+365
140
$1.62M 0.17%
3,192
-4,943
141
$1.61M 0.17%
+146,961
142
$1.59M 0.17%
3
143
$1.59M 0.17%
91,892
144
$1.58M 0.17%
29,473
+2,623
145
$1.57M 0.16%
25,978
-4,377
146
$1.5M 0.16%
18,417
-4,426
147
$1.5M 0.16%
40,540
+1,524
148
$1.49M 0.16%
38,556
+48
149
$1.49M 0.15%
5,586
-241
150
$1.46M 0.15%
3,187
-446
4 5
6
7 8