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
301
$204K 0.02%
+4,058
302
$201K 0.02%
+965
303
$183K 0.02%
+12,994
304
$177K 0.02%
+11,083
305
$174K 0.02%
+19,020
306
$169K 0.02%
+59,322
307
$169K 0.02%
+10,005
308
$122K 0.01%
+10,000
309
$105K 0.01%
+1,800
310
$80.5K 0.01%
+21,006
311
$63.1K 0.01%
+33,918
9 10 11 12
13