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
301
$482K 0.03%
8,278
302
$482K 0.03%
2,960
+18
303
$477K 0.03%
+5,254
304
$472K 0.03%
954
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305
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7,478
-92,940
306
$467K 0.03%
24,315
+167
307
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11,099
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308
$462K 0.03%
4,132
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309
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310
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-147
311
$457K 0.03%
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312
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313
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1,587
-1,523
314
$441K 0.03%
4,035
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315
$440K 0.03%
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316
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317
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318
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1,560
-1,954
319
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320
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321
$413K 0.03%
3,077
+426
322
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1,875
323
$410K 0.03%
5,701
+282
324
$408K 0.03%
2,186
325
$402K 0.03%
3,133
11 12
13
14 15