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
151
$2.34M 0.16%
23,088
-310,488
152
$2.33M 0.16%
12,205
+531
153
$2.31M 0.16%
25,205
-1,338
154
$2.2M 0.15%
36,385
+2
155
$2.2M 0.15%
43,543
-7,786
156
$2.15M 0.15%
28,367
-1,361
157
$2.15M 0.15%
19,949
-3,551
158
$2.15M 0.15%
23,014
-513
159
$2.14M 0.15%
22,062
160
$2.11M 0.15%
33,411
-1
161
$2.11M 0.15%
9,948
+463
162
$2.07M 0.14%
3
163
$2.07M 0.14%
25,623
+4,455
164
$2.05M 0.14%
28,959
-5,192
165
$2.05M 0.14%
98,439
+10,000
166
$2.02M 0.14%
5,159
+321
167
$2.02M 0.14%
5,371
-13
168
$2.01M 0.14%
32,824
+6,575
169
$1.93M 0.13%
12,720
-159
170
$1.91M 0.13%
47,850
-673
171
$1.87M 0.13%
3,769
+468
172
$1.84M 0.13%
3,222
+75
173
$1.78M 0.12%
22,752
+1,570
174
$1.74M 0.12%
34,501
-1,735
175
$1.7M 0.12%
6,443
-126
5 6
7
8 9