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
401
$252K 0.02%
+6,050
402
$251K 0.02%
+6,573
403
$250K 0.02%
+3,096
404
$249K 0.02%
2,102
+12
405
$248K 0.02%
10,343
406
$247K 0.02%
+2,191
407
$246K 0.02%
+1,807
408
$244K 0.02%
+1,250
409
$244K 0.02%
2,179
+42
410
$241K 0.02%
+2,882
411
$240K 0.02%
4,728
-44,710
412
$239K 0.02%
2,133
413
$234K 0.02%
20,593
414
$234K 0.02%
2,381
-92
415
$233K 0.02%
3,597
+342
416
$232K 0.02%
225,124
417
$231K 0.02%
1,300
418
$230K 0.02%
6,546
419
$227K 0.02%
3,642
420
$227K 0.02%
7,346
+454
421
$220K 0.02%
+4,414
422
$220K 0.02%
+1,426
423
$218K 0.02%
+6,879
424
$217K 0.02%
+370
425
$215K 0.02%
+1,428
15 16
17
18 19