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
376
$284K 0.02%
3,934
+519
377
$283K 0.02%
5,801
378
$283K 0.02%
+16,768
379
$283K 0.02%
1,087
380
$281K 0.02%
270
-5
381
$281K 0.02%
11,653
-10,056
382
$280K 0.02%
3,108
+92
383
$280K 0.02%
5,884
-1,875
384
$276K 0.02%
+10,242
385
$276K 0.02%
+3,290
386
$273K 0.02%
2,414
-99
387
$271K 0.02%
602
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388
$270K 0.02%
+2,532
389
$267K 0.02%
2,578
-30,672
390
$267K 0.02%
+5,896
391
$267K 0.02%
3,723
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392
$266K 0.02%
+1,656
393
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394
$264K 0.02%
4,788
395
$262K 0.02%
3,362
-140
396
$260K 0.02%
46,841
397
$254K 0.02%
+10,395
398
$254K 0.02%
877
399
$254K 0.02%
2,684
400
$253K 0.02%
+6,034
14 15
16
17 18