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
$852M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$24.7M
3
+$19.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M
5
AAPL icon
Apple
AAPL
+$16.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.11%
2 Healthcare 10.32%
3 Financials 7.98%
4 Consumer Staples 6.19%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 0.86%
+164,402
27
$7.25M 0.85%
+424,104
28
$7.05M 0.83%
+292,315
29
$7.04M 0.83%
+52,528
30
$6.82M 0.8%
+174,853
31
$6.81M 0.8%
+482,725
32
$6.68M 0.78%
+104,967
33
$6.63M 0.78%
+319,987
34
$6.44M 0.76%
+88,933
35
$6.38M 0.75%
+38,603
36
$6.37M 0.75%
+155,803
37
$6.25M 0.73%
+48,256
38
$6.21M 0.73%
+753,433
39
$6.14M 0.72%
+69,623
40
$6.11M 0.72%
+97,356
41
$6.05M 0.71%
+149,849
42
$6.02M 0.71%
+99,293
43
$5.98M 0.7%
+116,105
44
$5.92M 0.7%
+28,502
45
$5.82M 0.68%
+146,479
46
$5.63M 0.66%
+78,223
47
$5.59M 0.66%
+36,874
48
$5.49M 0.64%
+28,718
49
$5.32M 0.63%
+20,195
50
$5.26M 0.62%
+19,711
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