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
151
$2.23M 0.18%
169,160
152
$2.22M 0.17%
+15,274
153
$2.2M 0.17%
8,329
+1,478
154
$2.14M 0.17%
31,660
+7,595
155
$2.14M 0.17%
84,013
+47,467
156
$2.1M 0.16%
+36,383
157
$2.07M 0.16%
39,842
-2,662
158
$2.02M 0.16%
29,728
-6,550
159
$2M 0.16%
33,412
-7,136
160
$1.96M 0.15%
5,384
-42
161
$1.94M 0.15%
+9,485
162
$1.94M 0.15%
12,879
+3,119
163
$1.92M 0.15%
7,677
+106
164
$1.84M 0.14%
3
165
$1.83M 0.14%
118,444
166
$1.83M 0.14%
24,266
+2,733
167
$1.82M 0.14%
1,781
+220
168
$1.81M 0.14%
36,236
+5,603
169
$1.76M 0.14%
+1,380
170
$1.74M 0.14%
88,439
171
$1.69M 0.13%
22,062
-2,157
172
$1.68M 0.13%
3,147
-15
173
$1.68M 0.13%
6,107
+76
174
$1.65M 0.13%
48,523
175
$1.64M 0.13%
6,569
+154
5 6
7
8 9