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
201
$1.09M 0.09%
30,643
-4,013
202
$1.08M 0.08%
3,514
+914
203
$1.08M 0.08%
2,656
+132
204
$1.07M 0.08%
18,826
+1,629
205
$1.06M 0.08%
14,709
-13
206
$1.06M 0.08%
11,838
+18
207
$1.04M 0.08%
2,726
-8
208
$1.04M 0.08%
+17,647
209
$1.02M 0.08%
9,992
-1,952
210
$1.02M 0.08%
2,033
+63
211
$1.01M 0.08%
43,459
+6,589
212
$996K 0.08%
948
+109
213
$991K 0.08%
37,322
214
$989K 0.08%
44,001
215
$974K 0.08%
15,906
+9,142
216
$965K 0.08%
9,397
+1,280
217
$950K 0.07%
23,895
+5,726
218
$935K 0.07%
8,770
+958
219
$911K 0.07%
11,631
-175
220
$908K 0.07%
4,120
+2
221
$904K 0.07%
15,686
+1,068
222
$903K 0.07%
3,034
+381
223
$859K 0.07%
18,078
-11,087
224
$847K 0.07%
14,255
+6,199
225
$827K 0.06%
26,709
-1,190
7 8
9
10 11