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
101
$2.81M 0.33%
+80,253
102
$2.8M 0.33%
+65,113
103
$2.78M 0.33%
+12,985
104
$2.74M 0.32%
+44,153
105
$2.72M 0.32%
+22,058
106
$2.67M 0.31%
+27,258
107
$2.64M 0.31%
+47,846
108
$2.61M 0.31%
+62,115
109
$2.59M 0.3%
+50,519
110
$2.57M 0.3%
+12,150
111
$2.54M 0.3%
+29,900
112
$2.48M 0.29%
+31,169
113
$2.47M 0.29%
+12,376
114
$2.36M 0.28%
+5,166
115
$2.31M 0.27%
+85,348
116
$2.25M 0.26%
+60,503
117
$2.24M 0.26%
+5,965
118
$2.19M 0.26%
+44,257
119
$2.17M 0.26%
+24,354
120
$2.17M 0.25%
+39,462
121
$2.13M 0.25%
+68,512
122
$2.12M 0.25%
+87,875
123
$2.11M 0.25%
+11,687
124
$2.1M 0.25%
+49,661
125
$2.09M 0.25%
+12,307
3 4
5
6 7