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
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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280
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281
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282
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2,987
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283
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284
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286
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287
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288
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2,567
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289
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4,602
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290
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678
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291
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292
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293
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294
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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
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9,535
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299
$490K 0.03%
928
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300
$486K 0.03%
3,466
-43
10 11
12
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