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
251
$330K 0.04%
+14,319
252
$323K 0.04%
+11,467
253
$321K 0.04%
+4,022
254
$316K 0.04%
+1,026
255
$316K 0.04%
+2,133
256
$312K 0.04%
+14,452
257
$310K 0.04%
+7,515
258
$308K 0.04%
+3,258
259
$305K 0.04%
+4,571
260
$304K 0.04%
+9,819
261
$294K 0.03%
+21,921
262
$290K 0.03%
+877
263
$289K 0.03%
+4,924
264
$286K 0.03%
+1,923
265
$277K 0.03%
+2,039
266
$273K 0.03%
+711
267
$271K 0.03%
+3,061
268
$266K 0.03%
+902
269
$266K 0.03%
+3,938
270
$264K 0.03%
+7,996
271
$256K 0.03%
+2,799
272
$256K 0.03%
+1,686
273
$247K 0.03%
+3,453
274
$246K 0.03%
+3,642
275
$246K 0.03%
+8,763
9 10
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