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
76
$3.79M 0.44%
+16,092
77
$3.73M 0.44%
+91,568
78
$3.59M 0.42%
+13,947
79
$3.59M 0.42%
+46,183
80
$3.58M 0.42%
+64,785
81
$3.53M 0.41%
+52,714
82
$3.47M 0.41%
+61,616
83
$3.46M 0.41%
+45,215
84
$3.45M 0.41%
+7,101
85
$3.42M 0.4%
+73,965
86
$3.29M 0.39%
+114,399
87
$3.28M 0.38%
+18,380
88
$3.25M 0.38%
+5,903
89
$3.17M 0.37%
+30,449
90
$3.15M 0.37%
+4,442
91
$3.14M 0.37%
+47,781
92
$3.09M 0.36%
+17,224
93
$3.02M 0.36%
+321,905
94
$3.01M 0.35%
+30,390
95
$2.98M 0.35%
+144,174
96
$2.97M 0.35%
+85,580
97
$2.91M 0.34%
+29,230
98
$2.89M 0.34%
+12,094
99
$2.85M 0.34%
+32,168
100
$2.81M 0.33%
+11,403
2 3
4
5 6