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
51
$5.25M 0.62%
+37,234
52
$5.2M 0.61%
+114,231
53
$5.19M 0.61%
+15,903
54
$5.05M 0.59%
+30,495
55
$5.02M 0.59%
+60,010
56
$4.91M 0.58%
+42,148
57
$4.89M 0.57%
+86,820
58
$4.87M 0.57%
+102,236
59
$4.87M 0.57%
+28,015
60
$4.86M 0.57%
+15,618
61
$4.63M 0.54%
+265,209
62
$4.47M 0.52%
+44,151
63
$4.43M 0.52%
+34,350
64
$4.37M 0.51%
+21,088
65
$4.28M 0.5%
+51,023
66
$4.25M 0.5%
+11,122
67
$4.21M 0.49%
+263,673
68
$4.21M 0.49%
+126,309
69
$4.19M 0.49%
+73,851
70
$3.97M 0.47%
+24,217
71
$3.91M 0.46%
+155,155
72
$3.88M 0.46%
+153,066
73
$3.87M 0.46%
+146,929
74
$3.86M 0.45%
+117,357
75
$3.83M 0.45%
+148,556
1 2
3
4 5