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
126
$2.81M 0.22%
3,311
-7,606
127
$2.81M 0.22%
95,395
-153
128
$2.77M 0.22%
5,467
+86
129
$2.76M 0.22%
9,238
+469
130
$2.72M 0.21%
108,939
-2,013
131
$2.68M 0.21%
38,085
+1,350
132
$2.67M 0.21%
12,420
-51
133
$2.66M 0.21%
16,111
+2,450
134
$2.59M 0.2%
4,676
+238
135
$2.54M 0.2%
14,706
-27,085
136
$2.52M 0.2%
12,944
+1,012
137
$2.51M 0.2%
33,846
+97
138
$2.47M 0.19%
51,329
-5,583
139
$2.44M 0.19%
5,470
+1,154
140
$2.44M 0.19%
26,543
-113
141
$2.42M 0.19%
55,267
-4,172
142
$2.4M 0.19%
23,500
+12,041
143
$2.4M 0.19%
205,460
-61,500
144
$2.36M 0.19%
19,085
+3
145
$2.35M 0.18%
23,527
-5,430
146
$2.35M 0.18%
+49,438
147
$2.31M 0.18%
11,674
-2,210
148
$2.28M 0.18%
9,429
+1,320
149
$2.25M 0.18%
15,946
+270
150
$2.24M 0.18%
34,151
4 5
6
7 8