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
176
$902K 0.09%
13,313
+45
177
$875K 0.09%
10,106
+368
178
$873K 0.09%
8,250
+2,204
179
$873K 0.09%
12,665
-1,896
180
$868K 0.09%
3,179
+309
181
$867K 0.09%
10,110
182
$867K 0.09%
11,059
+1,169
183
$862K 0.09%
44,001
184
$851K 0.09%
4,096
+24
185
$850K 0.09%
14,586
-3,054
186
$825K 0.09%
17,329
+3,338
187
$825K 0.09%
11,807
+10
188
$820K 0.09%
11,525
189
$798K 0.08%
12,400
+265
190
$788K 0.08%
4,806
+94
191
$775K 0.08%
14,470
192
$742K 0.08%
2,734
+2
193
$734K 0.08%
2,729
-4,605
194
$728K 0.08%
12,087
195
$721K 0.08%
1,836
-547
196
$720K 0.08%
9,198
+4,049
197
$699K 0.07%
3,551
198
$698K 0.07%
8,616
-40
199
$688K 0.07%
836
+90
200
$685K 0.07%
4,511
-3
6 7
8
9 10