CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.52B
This Quarter Return
-0.54%
1 Year Return
+11.78%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.52B
AUM Growth
+$44M
Cap. Flow
+$65.8M
Cap. Flow %
4.32%
Top 10 Hldgs %
21.13%
Holding
482
New
41
Increased
194
Reduced
172
Closed
34

Sector Composition

1Technology17.41%
2Financials9.33%
3Healthcare8.02%
4Consumer Discretionary6.64%
5Communication Services4.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-2,569
Closed
-$1.81M
-360
Closed
-$224K
-560,669
Closed
-$6.98M
-559,305
Closed
-$5.93M
-46,850
Closed
-$1.34M