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
101
$3.95M 0.28%
10,354
+1,116
102
$3.92M 0.27%
+61,924
103
$3.88M 0.27%
23,675
-497
104
$3.87M 0.27%
6,262
+1,586
105
$3.87M 0.27%
4,361
+1,050
106
$3.75M 0.26%
41,017
-10,586
107
$3.71M 0.26%
137,474
+53,461
108
$3.7M 0.26%
50,055
+1,433
109
$3.7M 0.26%
35,595
+24,037
110
$3.69M 0.26%
40,481
-1,237
111
$3.68M 0.26%
7,112
+390
112
$3.67M 0.26%
136,090
+8,740
113
$3.65M 0.26%
7,776
-1,210
114
$3.55M 0.25%
29,311
-18,246
115
$3.43M 0.24%
19,120
-3,137
116
$3.42M 0.24%
8,807
-3,702
117
$3.37M 0.24%
52,195
+675
118
$3.35M 0.23%
15,156
+450
119
$3.3M 0.23%
129,853
+20,914
120
$3.24M 0.23%
56,277
-2,452
121
$3.23M 0.23%
110,887
+289
122
$3.19M 0.22%
15,458
-1,264
123
$3.15M 0.22%
+102,126
124
$3.11M 0.22%
12,780
+360
125
$3.06M 0.21%
5,920
+450
3 4
5
6 7