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
176
$1.64M 0.13%
86,985
-30,450
177
$1.61M 0.13%
4,838
+1,047
178
$1.55M 0.12%
26,249
+11,398
179
$1.54M 0.12%
21,182
+3,060
180
$1.51M 0.12%
36,443
-3,224
181
$1.49M 0.12%
3,301
+97
182
$1.49M 0.12%
16,210
+1,340
183
$1.46M 0.11%
24,227
+1,494
184
$1.44M 0.11%
7,400
+778
185
$1.43M 0.11%
21,168
+3,627
186
$1.42M 0.11%
26,753
-9,306
187
$1.39M 0.11%
29,561
+735
188
$1.36M 0.11%
+41,828
189
$1.34M 0.1%
27,029
-3,543
190
$1.33M 0.1%
45,147
+10,842
191
$1.33M 0.1%
58,959
-7
192
$1.19M 0.09%
3,110
+1,846
193
$1.18M 0.09%
+12,925
194
$1.16M 0.09%
20,363
+45
195
$1.15M 0.09%
1,703
+461
196
$1.13M 0.09%
26,580
+442
197
$1.12M 0.09%
11,558
-17
198
$1.12M 0.09%
14,310
+795
199
$1.12M 0.09%
63,894
200
$1.1M 0.09%
4,865
-22
6 7
8
9 10