CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.85B
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
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
+$19.1M
2
+$15.9M
3
+$15.9M
4
AAPL icon
Apple
AAPL
+$10.3M
5
NVDA icon
NVIDIA
NVDA
+$7.61M

Top Sells

1
+$31M
2
+$15.8M
3
+$15.5M
4
MFC icon
Manulife Financial
MFC
+$6.17M
5
ALL icon
Allstate
ALL
+$6.04M

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
451
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458
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460
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-37,238
463
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