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
126
$3.04M 0.21%
64,404
+2,105
127
$3M 0.21%
2,099
+719
128
$2.99M 0.21%
35,710
-9,856
129
$2.98M 0.21%
14,858
-7,173
130
$2.94M 0.21%
14,541
-5,743
131
$2.91M 0.2%
19,769
+67
132
$2.89M 0.2%
37,620
-465
133
$2.88M 0.2%
25,352
+1,005
134
$2.84M 0.2%
85,058
-10,337
135
$2.79M 0.2%
21,258
-53
136
$2.79M 0.19%
196,960
-8,500
137
$2.76M 0.19%
37,959
+6,299
138
$2.72M 0.19%
10,322
+893
139
$2.67M 0.19%
4,221
-1,246
140
$2.66M 0.19%
3,194
+1,413
141
$2.54M 0.18%
44,206
+17,453
142
$2.54M 0.18%
+10,003
143
$2.53M 0.18%
14,824
-8,038
144
$2.5M 0.17%
14,675
-1,436
145
$2.44M 0.17%
50,948
-4,319
146
$2.4M 0.17%
+13,426
147
$2.4M 0.17%
169,160
148
$2.39M 0.17%
32,598
-1,248
149
$2.35M 0.16%
118,444
150
$2.34M 0.16%
8,425
+748
4 5
6
7 8