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
1
$36.2M 3.77%
114,576
+6,678
2
$31.9M 3.32%
338,995
-1,295
3
$22.7M 2.37%
540,048
-1,985
4
$19.7M 2.05%
154,825
+3,187
5
$18.8M 1.96%
126,116
-18,670
6
$18.6M 1.94%
108,696
+3,264
7
$16.8M 1.75%
162,053
+5,475
8
$15.3M 1.6%
335,459
+6,232
9
$15M 1.56%
154,371
+3,098
10
$14.8M 1.54%
617,969
+14,915
11
$14.5M 1.52%
188,871
-2,571
12
$14.5M 1.51%
802,634
+22,787
13
$14.1M 1.47%
239,345
-1,766
14
$13.1M 1.36%
135,162
+770
15
$13M 1.35%
156,320
+1,520
16
$12.5M 1.31%
522,855
+380,272
17
$12.3M 1.28%
104,467
-3,615
18
$12.2M 1.27%
44,824
+1,832
19
$10.9M 1.13%
310,875
+319
20
$10.4M 1.08%
71,549
+20,979
21
$9.93M 1.03%
71,989
+3,299
22
$9.65M 1.01%
61,952
+15,145
23
$9.1M 0.95%
336,376
-1,077
24
$8.98M 0.94%
68,618
+3,419
25
$8.93M 0.93%
17,703
-316
1
2 3 4 5