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
151
$1.43M 0.15%
+24,924
152
$1.43M 0.15%
+38,316
153
$1.41M 0.15%
21,001
154
$1.41M 0.15%
43,410
+6,709
155
$1.4M 0.15%
4,880
+38
156
$1.38M 0.14%
12,871
-6,517
157
$1.38M 0.14%
2,707
-260
158
$1.35M 0.14%
+6,915
159
$1.31M 0.14%
26,863
+190
160
$1.29M 0.13%
+53,766
161
$1.27M 0.13%
6,720
+16
162
$1.24M 0.13%
51,408
-3,577
163
$1.17M 0.12%
100,000
164
$1.1M 0.11%
20,542
+530
165
$1.05M 0.11%
103,840
166
$1.03M 0.11%
29,057
+738
167
$1.03M 0.11%
3,192
+184
168
$1.03M 0.11%
2,024
+80
169
$1.02M 0.11%
2,796
+56
170
$1.01M 0.11%
26,681
+436
171
$994K 0.1%
63,894
-71
172
$983K 0.1%
6,802
+926
173
$947K 0.1%
14,710
+27
174
$936K 0.1%
+18,690
175
$930K 0.1%
17,439
+369
5 6
7
8 9