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
126
$2.05M 0.24%
+32,475
127
$1.89M 0.22%
+66,102
128
$1.87M 0.22%
+16,938
129
$1.86M 0.22%
+100,000
130
$1.82M 0.21%
+13,293
131
$1.8M 0.21%
+126,539
132
$1.76M 0.21%
+35,255
133
$1.75M 0.21%
+28,582
134
$1.7M 0.2%
+5,062
135
$1.68M 0.2%
+12,999
136
$1.63M 0.19%
+7,601
137
$1.61M 0.19%
+42,343
138
$1.6M 0.19%
+21,001
139
$1.56M 0.18%
+16,437
140
$1.56M 0.18%
+4,536
141
$1.52M 0.18%
+20,505
142
$1.48M 0.17%
+33,014
143
$1.45M 0.17%
+4,999
144
$1.44M 0.17%
+9,494
145
$1.41M 0.17%
+3
146
$1.37M 0.16%
+93,830
147
$1.36M 0.16%
+3,071
148
$1.36M 0.16%
+6,761
149
$1.35M 0.16%
+29,555
150
$1.33M 0.16%
+3,647
4 5
6
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