CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.85B
1-Year Est. Return
24.21%
1 Year Est. Return
+24.21%
AUM
$1.85B
AUM Growth
+$56.2M
(+3.1%)
Holding
508
Top Buys
| 1 | +$7.78M | |
| 2 | +$7.34M | |
| 3 | +$6.77M | |
| 4 |
American Electric Power
AEP
|
+$6.69M |
| 5 |
Duke Energy
DUK
|
+$6.57M |
Top Sells
| 1 | +$8.28M | |
| 2 | +$7.24M | |
| 3 | +$6.92M | |
| 4 |
Bunge Global
BG
|
+$6.61M |
| 5 |
ASML
ASML
|
+$4.11M |
Sector Composition
| 1 | Technology | 20.53% |
| 2 | Financials | 8.48% |
| 3 | Healthcare | 8.44% |
| 4 | Consumer Discretionary | 6.28% |
| 5 | Communication Services | 4.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
THTX
501
DELISTED
Theratechnologies
THTX
| – | – |
-47,498
|
|
||
502
TotalEnergies
TTE
$142B
| – | – |
-35,029
|
|
||
503
Wynn Resorts
WYNN
$11.9B
| – | – |
-1,582
|
|
||
|
OKLO
504
Oklo
OKLO
$14.8B
| – | – |
-2,000
|
|
||
|
CNH
505
CNH Industrial
CNH
$13.6B
| – | – |
-637,705
|
|
||
|
CRWV
506
CoreWeave Inc
CRWV
$50.4B
| – | – |
-2,100
|
|
||
507
Apollo Global Management
APO
$83.5B
| – | – |
-2,992
|
|
||
508
Axon Enterprise
AXON
$50.5B
| – | – |
-1,360
|
|