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
251
$754K 0.05%
5,297
+241
252
$753K 0.05%
2,305
253
$744K 0.05%
63,409
-1,712
254
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255
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30,220
+4,871
256
$717K 0.05%
+12,406
257
$711K 0.05%
2,658
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258
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2,581
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259
$673K 0.05%
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260
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261
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262
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6,381
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263
$644K 0.05%
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264
$639K 0.04%
5,883
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265
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20,364
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266
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26,711
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5,337
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269
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3,094
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270
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-4,413
271
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272
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14,666
-82
273
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2,372
+2
274
$589K 0.04%
2,666
275
$588K 0.04%
6,522
+339
9 10
11
12 13