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
26
$13.1M 0.92%
22,797
+1,083
27
$12.5M 0.87%
73,126
-3,043
28
$11.4M 0.79%
46,075
+15,446
29
$10.8M 0.75%
91,893
+2,255
30
$10.7M 0.75%
374,731
+80,369
31
$10.3M 0.72%
985,185
-65,634
32
$10.1M 0.71%
86,073
+43,431
33
$9.8M 0.68%
11,060
-270
34
$9.76M 0.68%
27,605
-7,629
35
$9.7M 0.68%
59,856
+6,404
36
$9.49M 0.66%
41,228
+16,525
37
$9.37M 0.65%
89,863
+38,720
38
$9.36M 0.65%
110,682
+8,661
39
$9.34M 0.65%
53,805
+3,151
40
$9.25M 0.65%
53,428
+1,493
41
$9.24M 0.65%
117,392
+3,783
42
$9.1M 0.64%
202,521
+17,855
43
$8.99M 0.63%
31,755
+6,524
44
$8.88M 0.62%
65,131
+33,509
45
$8.73M 0.61%
171,003
-134
46
$8.55M 0.6%
48,964
+3,692
47
$8.31M 0.58%
49,677
+1,991
48
$8.16M 0.57%
776,088
49
$8.07M 0.56%
29,355
+420
50
$7.99M 0.56%
38,673
+11,284
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