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
176
$1.67M 0.12%
25,728
+1,501
177
$1.66M 0.12%
36,444
+1
178
$1.65M 0.12%
31,125
-8,717
179
$1.58M 0.11%
53,943
+42,283
180
$1.5M 0.1%
64,012
+5,053
181
$1.45M 0.1%
71,779
-15,206
182
$1.43M 0.1%
14,567
-1,643
183
$1.41M 0.1%
+11,214
184
$1.41M 0.1%
2,881
+1,322
185
$1.39M 0.1%
5,134
+1,014
186
$1.37M 0.1%
25,869
-1,160
187
$1.36M 0.1%
2,582
+549
188
$1.36M 0.09%
43,348
-1,799
189
$1.33M 0.09%
12,185
-58,944
190
$1.3M 0.09%
41,525
-124,449
191
$1.3M 0.09%
2,830
+174
192
$1.3M 0.09%
12,650
-20,886
193
$1.29M 0.09%
12,926
+4,332
194
$1.28M 0.09%
16,427
+2,117
195
$1.27M 0.09%
10,891
+2,121
196
$1.26M 0.09%
12,208
+370
197
$1.23M 0.09%
+53,222
198
$1.23M 0.09%
1,731
+28
199
$1.19M 0.08%
63,894
200
$1.19M 0.08%
25,846
-734
6 7
8
9 10