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
$1.43B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.2M
3
+$15.9M
4
AAPL icon
Apple
AAPL
+$10.8M
5
NVDA icon
NVIDIA
NVDA
+$7.82M

Top Sells

1
+$31.4M
2
+$16M
3
+$15.7M
4
MFC icon
Manulife Financial
MFC
+$6.79M
5
STX icon
Seagate
STX
+$6.46M

Sector Composition

1 Technology 17.44%
2 Financials 8.62%
3 Healthcare 8.47%
4 Consumer Discretionary 6.46%
5 Consumer Staples 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$913K 0.06%
6,680
-3,312
227
$912K 0.06%
5,287
+1,275
228
$907K 0.06%
8,295
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229
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38,545
-4,914
230
$872K 0.06%
9,322
+1,294
231
$866K 0.06%
9,041
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232
$864K 0.06%
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233
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234
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235
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236
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237
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238
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239
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241
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243
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244
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246
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247
$777K 0.05%
13,535
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248
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249
$768K 0.05%
+3,728
250
$754K 0.05%
9,054
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8 9
10
11 12