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
176
$899K 0.11%
+446
177
$899K 0.11%
+25,728
178
$892K 0.1%
+11,325
179
$887K 0.1%
+39,024
180
$884K 0.1%
+84,883
181
$854K 0.1%
+14,994
182
$807K 0.09%
+3,253
183
$807K 0.09%
+12,460
184
$760K 0.09%
+3,992
185
$739K 0.09%
+26,774
186
$718K 0.08%
+15,381
187
$709K 0.08%
+11,505
188
$706K 0.08%
+5,204
189
$689K 0.08%
+7,594
190
$687K 0.08%
+2,869
191
$666K 0.08%
+3,024
192
$654K 0.08%
+8,002
193
$641K 0.08%
+19,358
194
$631K 0.07%
+34,280
195
$631K 0.07%
+1,232
196
$616K 0.07%
+21,499
197
$612K 0.07%
+2,775
198
$602K 0.07%
+2,682
199
$600K 0.07%
+29,379
200
$597K 0.07%
+8,451
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8
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