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
1
$62.5M 4.36%
145,139
-6,086
2
$40.7M 2.84%
174,698
+46,261
3
$36.2M 2.53%
194,522
+19,081
4
$26.8M 1.88%
135,959
-4,914
5
$24.1M 1.68%
198,587
+64,423
6
$23.7M 1.66%
137,552
-10,318
7
$22.5M 1.57%
481,650
+414,198
8
$20.2M 1.41%
446,352
-84,225
9
$20.2M 1.41%
176,760
+12,990
10
$19.4M 1.35%
817,764
+85,026
11
$17.6M 1.23%
105,949
+16,758
12
$16.9M 1.18%
864,409
+25,060
13
$16.9M 1.18%
28,842
+2,957
14
$16.8M 1.17%
29,371
+4,947
15
$16.7M 1.17%
364,394
+15,007
16
$16.6M 1.16%
662,387
+8,419
17
$16.6M 1.16%
70,035
+8,084
18
$16.6M 1.16%
308,790
+300,800
19
$15.9M 1.11%
39,272
+7,493
20
$15.9M 1.11%
+316,365
21
$15.5M 1.08%
312,342
+3,766
22
$15M 1.05%
39,013
+6,917
23
$14.9M 1.04%
207,701
+46,124
24
$14.6M 1.02%
69,162
-1,003
25
$13.4M 0.93%
655,460
+2,857
1
2 3 4 5