CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.52B
This Quarter Return
-0.54%
1 Year Return
+11.78%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.52B
AUM Growth
+$44M
Cap. Flow
+$65.8M
Cap. Flow %
4.32%
Top 10 Hldgs %
21.13%
Holding
482
New
41
Increased
194
Reduced
172
Closed
34

Sector Composition

1Technology17.41%
2Financials9.33%
3Healthcare8.02%
4Consumer Discretionary6.64%
5Communication Services4.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$281K0.02%
+16,073
New
+$281K
$281K0.02% 12,914
+3
+0%
+$65
$280K0.02% 1,626
-4
-0.3%
-$690
$280K0.02% 7,040
+90
+1%
+$3.58K
$279K0.02%
+3,209
New
+$279K
$276K0.02% 1,087
$275K0.02% 5,777
-54
-0.9%
-$2.57K
$273K0.02% 3,987
-6
-0.2%
-$411
$273K0.02% 5,801
$271K0.02% 882
-1,389
-61%
-$426K
$269K0.02% 6,573
$269K0.02% 3,968
-1,231
-24%
-$83.5K
$269K0.02% 1,822
+8
+0.4%
+$1.18K
$266K0.02% 2,199
-112
-5%
-$13.5K
$264K0.02% 3,799
+109
+3%
+$7.57K
$263K0.02% 5,905
+38
+0.7%
+$1.69K
$262K0.02% 2,415
$261K0.02%
+1,946
New
+$261K
$261K0.02% 8,527
+1,181
+16%
+$36.2K
$260K0.02% 981
-2
-0.2%
-$529
$258K0.02% 6,546
$258K0.02% 1,778
-12,823
-88%
-$1.86M
$257K0.02%
+9,453
New
+$257K
$255K0.02% 3,259
-33
-1%
-$2.58K
$254K0.02% 3,390
+2
+0.1%
+$150