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
201
$590K 0.07%
+21,922
202
$588K 0.07%
+4,724
203
$584K 0.07%
+2,201
204
$578K 0.07%
+46,841
205
$574K 0.07%
+9,044
206
$563K 0.07%
+47,743
207
$543K 0.06%
+4,098
208
$543K 0.06%
+753
209
$527K 0.06%
+1,572
210
$523K 0.06%
+10,339
211
$521K 0.06%
+5,193
212
$517K 0.06%
+4,835
213
$513K 0.06%
+4,671
214
$504K 0.06%
+2,998
215
$501K 0.06%
+227,971
216
$500K 0.06%
+12,509
217
$489K 0.06%
+2,805
218
$485K 0.06%
+10,153
219
$484K 0.06%
+21,053
220
$483K 0.06%
+12,935
221
$482K 0.06%
+6,143
222
$475K 0.06%
+5,100
223
$472K 0.06%
+8,977
224
$463K 0.05%
+848
225
$460K 0.05%
+4,080
7 8
9
10 11