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
351
$338K 0.02%
6,654
-707
352
$338K 0.02%
8,195
353
$336K 0.02%
1,039
+2
354
$336K 0.02%
2,687
+77
355
$322K 0.02%
+1,563
356
$319K 0.02%
8,200
-141
357
$314K 0.02%
7,769
+50
358
$314K 0.02%
9,301
-32,527
359
$313K 0.02%
5,822
+15
360
$308K 0.02%
790
361
$306K 0.02%
10,277
362
$305K 0.02%
1,270
-78
363
$305K 0.02%
1,571
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364
$302K 0.02%
+7,440
365
$301K 0.02%
4,393
-194
366
$301K 0.02%
12,908
+3
367
$300K 0.02%
2,395
-2,975
368
$295K 0.02%
2,326
-114
369
$295K 0.02%
2,838
+295
370
$292K 0.02%
1,578
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371
$291K 0.02%
2,969
+4
372
$291K 0.02%
3,993
373
$291K 0.02%
+3,032
374
$287K 0.02%
3,342
+73
375
$285K 0.02%
564
+7
13 14
15
16 17