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
276
$242K 0.03%
+2,227
277
$241K 0.03%
+1,777
278
$241K 0.03%
+561
279
$238K 0.03%
+2,014
280
$231K 0.03%
+10,000
281
$229K 0.03%
+859
282
$228K 0.03%
+3,715
283
$226K 0.03%
+911
284
$226K 0.03%
+1,875
285
$225K 0.03%
+1,261
286
$225K 0.03%
+2,218
287
$223K 0.03%
+4,615
288
$223K 0.03%
+847
289
$222K 0.03%
+3,277
290
$219K 0.03%
+3,000
291
$214K 0.03%
+1,364
292
$211K 0.02%
+3,260
293
$211K 0.02%
+2,690
294
$211K 0.02%
+3,352
295
$208K 0.02%
+1,319
296
$208K 0.02%
+3,665
297
$208K 0.02%
+1,300
298
$207K 0.02%
+6,306
299
$207K 0.02%
+906
300
$207K 0.02%
+11,623
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