CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$8.01M
3
+$7.93M
4
BBY icon
Best Buy
BBY
+$6.97M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.89M

Top Sells

1
+$13.1M
2
+$9.41M
3
+$8.66M
4
CNA icon
CNA Financial
CNA
+$7.25M
5
HCA icon
HCA Healthcare
HCA
+$5.57M

Sector Composition

1 Technology 21.53%
2 Financials 8.3%
3 Healthcare 7.41%
4 Consumer Discretionary 6.46%
5 Communication Services 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.05M 0.06%
45,852
227
$1.05M 0.06%
14,617
-122
228
$1.04M 0.06%
9,800
-276
229
$1.04M 0.06%
41,854
-2,147
230
$1.03M 0.06%
13,796
+3,058
231
$1.03M 0.06%
6,609
-36
232
$1.02M 0.06%
29,790
-4,163
233
$999K 0.06%
2,060
-2,806
234
$994K 0.06%
14,598
-73
235
$991K 0.06%
35,095
+10,350
236
$990K 0.06%
9,758
-228
237
$984K 0.05%
3,630
-104
238
$979K 0.05%
10,285
+621
239
$976K 0.05%
1,360
-38
240
$973K 0.05%
12,171
-7
241
$951K 0.05%
21,412
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242
$939K 0.05%
5,429
-24
243
$937K 0.05%
70,000
-300
244
$932K 0.05%
10,158
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245
$921K 0.05%
9,542
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246
$912K 0.05%
13,044
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247
$912K 0.05%
2,610
-26
248
$900K 0.05%
34,655
+1,632
249
$892K 0.05%
28,011
+1,114
250
$886K 0.05%
6,995
+410
8 9
10
11 12