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
76
$6.09M 0.43%
+124,492
77
$5.98M 0.42%
91,787
-593
78
$5.79M 0.4%
109,021
+14,541
79
$5.78M 0.4%
162,530
+6,435
80
$5.71M 0.4%
20,866
+4,267
81
$5.59M 0.39%
+104,489
82
$5.45M 0.38%
20,845
+5,931
83
$5.45M 0.38%
18,898
-12,546
84
$4.92M 0.34%
557,450
+80,981
85
$4.81M 0.34%
9,732
+1,565
86
$4.5M 0.31%
90,901
+13,204
87
$4.43M 0.31%
153,109
+31,201
88
$4.32M 0.3%
101,088
-11,602
89
$4.26M 0.3%
163,102
+16,207
90
$4.25M 0.3%
27,785
+8,700
91
$4.25M 0.3%
86,113
-2,976
92
$4.25M 0.3%
7,277
+55
93
$4.25M 0.3%
159,306
+16,485
94
$4.24M 0.3%
165,464
+17,541
95
$4.17M 0.29%
35,087
+1,354
96
$4.16M 0.29%
17,882
+4,938
97
$4.12M 0.29%
8,379
+564
98
$4.11M 0.29%
6,618
+1,188
99
$4.09M 0.29%
+66,870
100
$4.06M 0.28%
18,213
-7,949
2 3
4
5 6