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
326
$397K 0.03%
+14,454
327
$392K 0.03%
+18,718
328
$391K 0.03%
13,248
-229,725
329
$388K 0.03%
5,262
-2,544
330
$383K 0.03%
6,464
331
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1,255
+2
332
$377K 0.03%
2,104
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333
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8,678
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900
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335
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336
$374K 0.03%
6,310
+1,194
337
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-31
338
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339
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13,874
-129,870
340
$366K 0.03%
2,642
341
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+5,615
342
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343
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344
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20,818
345
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346
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4,300
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347
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348
$354K 0.02%
+5,915
349
$343K 0.02%
723
+52
350
$340K 0.02%
2,423
+2
12 13
14
15 16