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
$852M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$24.7M
3
+$19.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M
5
AAPL icon
Apple
AAPL
+$16.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.11%
2 Healthcare 10.32%
3 Financials 7.98%
4 Consumer Staples 6.19%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$455K 0.05%
+8,348
227
$450K 0.05%
+42,360
228
$441K 0.05%
+1,790
229
$431K 0.05%
+14,125
230
$414K 0.05%
+4,737
231
$413K 0.05%
+4,009
232
$409K 0.05%
+4,878
233
$409K 0.05%
+5,553
234
$406K 0.05%
+1,992
235
$401K 0.05%
+1,152
236
$390K 0.05%
+1,262
237
$385K 0.05%
+8,277
238
$378K 0.04%
+2,535
239
$368K 0.04%
+2,291
240
$368K 0.04%
+416,484
241
$361K 0.04%
+4,429
242
$360K 0.04%
+602
243
$350K 0.04%
+7,681
244
$349K 0.04%
+28,931
245
$347K 0.04%
+4,658
246
$343K 0.04%
+2,528
247
$341K 0.04%
+3,231
248
$339K 0.04%
+4,440
249
$339K 0.04%
+3,133
250
$330K 0.04%
+4,961
8 9
10
11 12