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
151
$1.25M 0.15%
+30,523
152
$1.24M 0.15%
+7,122
153
$1.23M 0.14%
+12,636
154
$1.23M 0.14%
+6,704
155
$1.21M 0.14%
+5,084
156
$1.19M 0.14%
+31,487
157
$1.17M 0.14%
+14,238
158
$1.15M 0.14%
+63,993
159
$1.13M 0.13%
+3,219
160
$1.12M 0.13%
+9,542
161
$1.1M 0.13%
+27,906
162
$1.1M 0.13%
+9,890
163
$1.06M 0.13%
+89,846
164
$1.06M 0.12%
+40,233
165
$1.02M 0.12%
+54,949
166
$1.01M 0.12%
+42,276
167
$1.01M 0.12%
+8,371
168
$1.01M 0.12%
+19,443
169
$975K 0.11%
+9,506
170
$969K 0.11%
+14,290
171
$953K 0.11%
+14,519
172
$948K 0.11%
+11,126
173
$922K 0.11%
+80,195
174
$914K 0.11%
+19,338
175
$907K 0.11%
+10,435
5 6
7
8 9