CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.85B
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
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
+$19.1M
2
+$15.9M
3
+$15.9M
4
AAPL icon
Apple
AAPL
+$10.3M
5
NVDA icon
NVIDIA
NVDA
+$7.61M

Top Sells

1
+$31M
2
+$15.8M
3
+$15.5M
4
MFC icon
Manulife Financial
MFC
+$6.17M
5
ALL icon
Allstate
ALL
+$6.04M

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
276
$586K 0.04%
10,153
277
$585K 0.04%
4,779
-319
278
$580K 0.04%
3,076
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279
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6,981
-48
280
$572K 0.04%
2,332
281
$570K 0.04%
12,626
-300
282
$567K 0.04%
2,987
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283
$561K 0.04%
16,890
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284
$548K 0.04%
4,626
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285
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24,462
286
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3,161
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287
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5,154
288
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2,567
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289
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4,602
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290
$525K 0.04%
678
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291
$515K 0.04%
5,843
292
$511K 0.04%
11,642
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293
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4,924
294
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+21,866
295
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296
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5,185
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297
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5,176
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298
$493K 0.03%
9,535
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299
$490K 0.03%
928
+88
300
$486K 0.03%
3,466
-43
10 11
12
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