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
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
$379K 0.03%
1,255
+2
332
$377K 0.03%
2,104
+724
333
$377K 0.03%
8,678
-179
334
$376K 0.03%
900
+2
335
$375K 0.03%
14,910
336
$374K 0.03%
6,310
+1,194
337
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1,031
-31
338
$371K 0.03%
1,170
+27
339
$370K 0.03%
13,874
-129,870
340
$366K 0.03%
2,642
341
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+5,615
342
$363K 0.03%
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343
$363K 0.03%
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344
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20,818
345
$360K 0.03%
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346
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4,300
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347
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+32,793
348
$354K 0.02%
+5,915
349
$343K 0.02%
723
+52
350
$340K 0.02%
2,423
+2
12 13
14
15 16