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
201
$669K 0.07%
1,910
+725
202
$665K 0.07%
65,121
203
$660K 0.07%
29,379
204
$654K 0.07%
1,652
+539
205
$650K 0.07%
8,060
+221
206
$643K 0.07%
3,354
-472
207
$639K 0.07%
6,604
208
$629K 0.07%
13,955
209
$611K 0.06%
24,462
210
$609K 0.06%
5,978
-60
211
$608K 0.06%
46,841
212
$598K 0.06%
2,554
+101
213
$584K 0.06%
8,860
214
$569K 0.06%
26,751
+281
215
$556K 0.06%
1,143
-6
216
$543K 0.06%
+10,893
217
$537K 0.06%
4,442
+8
218
$534K 0.06%
14,739
+1,455
219
$531K 0.06%
19,411
-203
220
$531K 0.06%
24,108
-1,210
221
$527K 0.05%
8,381
-33
222
$517K 0.05%
7,406
+47
223
$512K 0.05%
5,098
-56
224
$510K 0.05%
10,153
225
$499K 0.05%
33,239
+975
7 8
9
10 11