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
$1.52B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.65M
3
+$7.5M
4
CNH
CNH Industrial
CNH
+$7.31M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$7.29M

Top Sells

1
+$7.67M
2
+$7.1M
3
+$6.98M
4
SLG icon
SL Green Realty
SLG
+$6.95M
5
HON icon
Honeywell
HON
+$6.64M

Sector Composition

1 Technology 17.41%
2 Financials 9.33%
3 Healthcare 8.02%
4 Consumer Discretionary 6.64%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.74M 0.11%
32,766
+4,494
177
$1.72M 0.11%
29,711
+909
178
$1.68M 0.11%
8,217
-362
179
$1.64M 0.11%
73,232
+17,424
180
$1.62M 0.11%
7,289
-1,199
181
$1.6M 0.11%
31,088
-8,203
182
$1.55M 0.1%
12,699
+1,459
183
$1.5M 0.1%
+12,723
184
$1.49M 0.1%
14,874
-11,219
185
$1.43M 0.09%
4,332
-837
186
$1.38M 0.09%
15,142
+1,441
187
$1.28M 0.08%
20,537
+3,496
188
$1.27M 0.08%
5,994
-31,376
189
$1.25M 0.08%
2,439
-150
190
$1.25M 0.08%
108,322
+44,913
191
$1.24M 0.08%
4,289
+1,435
192
$1.21M 0.08%
16,401
+58
193
$1.19M 0.08%
2,741
+11
194
$1.18M 0.08%
28,173
-786
195
$1.17M 0.08%
5,691
+1,553
196
$1.16M 0.08%
12,861
-45
197
$1.15M 0.08%
12,241
-19,710
198
$1.14M 0.08%
18,399
-7,836
199
$1.14M 0.07%
4,877
-11
200
$1.14M 0.07%
26,005
-2,100
6 7
8
9 10