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
201
$1.18M 0.08%
12,471
-454
202
$1.15M 0.08%
29,100
+5,205
203
$1.15M 0.08%
44,001
204
$1.14M 0.08%
5,066
+201
205
$1.13M 0.08%
11,563
-49,840
206
$1.12M 0.08%
16,854
+948
207
$1.1M 0.08%
17,647
208
$1.1M 0.08%
+26,645
209
$1.09M 0.08%
18,310
-516
210
$1.04M 0.07%
+33,901
211
$1.02M 0.07%
2,716
-10
212
$1.01M 0.07%
520
213
$1.01M 0.07%
26,597
-4,046
214
$992K 0.07%
45,109
+12,825
215
$990K 0.07%
11,833
+202
216
$975K 0.07%
15,415
+3,697
217
$969K 0.07%
3,502
-4,827
218
$968K 0.07%
14,681
-28
219
$959K 0.07%
18,011
-67
220
$952K 0.07%
7,420
+1,578
221
$951K 0.07%
20,464
+2,883
222
$941K 0.07%
2,923
+698
223
$937K 0.07%
3,772
+36
224
$927K 0.06%
31,756
-5,566
225
$920K 0.06%
14,671
-1,015
7 8
9
10 11