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
426
$213K 0.01%
+835
427
$211K 0.01%
+3,615
428
$210K 0.01%
3,992
-154
429
$208K 0.01%
+5,014
430
$204K 0.01%
+2,389
431
$203K 0.01%
+636
432
$203K 0.01%
+853
433
$201K 0.01%
+3,085
434
$201K 0.01%
+1,237
435
$163K 0.01%
131,311
+27,191
436
$149K 0.01%
12,000
437
$148K 0.01%
17,000
438
$131K 0.01%
12,432
-219
439
$131K 0.01%
10,000
440
$131K 0.01%
11,287
+298
441
$100K 0.01%
+12,540
442
$36.4K ﹤0.01%
+12,000
443
$7.74K ﹤0.01%
10,000
444
– –
-21,006
445
– –
-37,238
446
– –
-227,371
447
– –
-6,607
448
– –
-198
449
– –
-9,801
450
– –
-6,210
15 16 17
18
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