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
1
$40.2M 4.72%
+559,152
2
$24.7M 2.91%
+103,165
3
$19.7M 2.31%
+307,819
4
$16.8M 1.97%
+173,034
5
$16.2M 1.9%
+124,497
6
$16.1M 1.89%
+99,673
7
$15.9M 1.87%
+362,353
8
$13.1M 1.54%
+119,128
9
$12.6M 1.48%
+149,642
10
$11.9M 1.39%
+22,359
11
$10.7M 1.25%
+308,641
12
$9.97M 1.17%
+56,448
13
$9.75M 1.14%
+398,056
14
$9.4M 1.1%
+168,070
15
$9.25M 1.09%
+65,869
16
$9.15M 1.07%
+79,622
17
$8.86M 1.04%
+28,066
18
$8.72M 1.02%
+86,425
19
$8.37M 0.98%
+169,180
20
$8.37M 0.98%
+39,269
21
$8.22M 0.97%
+115,737
22
$7.87M 0.92%
+170,036
23
$7.6M 0.89%
+71,388
24
$7.55M 0.89%
+270,040
25
$7.41M 0.87%
+76,378
1
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