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
51
$7.94M 0.55%
26,081
+1,200
52
$7.77M 0.54%
85,250
-2,232
53
$7.69M 0.54%
363,246
+20,241
54
$7.62M 0.53%
13,279
+544
55
$7.58M 0.53%
27,397
+6,493
56
$7.52M 0.52%
46,439
+4,824
57
$7.45M 0.52%
407,324
+62,560
58
$7.43M 0.52%
93,209
+1,318
59
$7.25M 0.51%
116,894
+8,618
60
$7.1M 0.5%
165,913
+149,338
61
$7.04M 0.49%
14,763
-1,556
62
$7M 0.49%
100,553
-16,464
63
$6.77M 0.47%
91,652
+87,080
64
$6.76M 0.47%
137,930
+9,141
65
$6.75M 0.47%
147,810
-9,935
66
$6.68M 0.47%
302,341
+27,059
67
$6.67M 0.47%
51,968
+523
68
$6.66M 0.46%
437,880
+77,672
69
$6.65M 0.46%
52,622
+9,769
70
$6.51M 0.45%
183,781
-5,792
71
$6.48M 0.45%
61,514
+56,704
72
$6.34M 0.44%
+170,404
73
$6.28M 0.44%
540,811
+64,328
74
$6.25M 0.44%
+277,793
75
$6.19M 0.43%
+518,858
1 2
3
4 5