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
251
$885K 0.05%
19,351
+286
252
$883K 0.05%
10,762
-17
253
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15,207
+104
254
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17,057
+3,585
255
$850K 0.05%
3,260
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256
$825K 0.05%
14,808
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257
$824K 0.05%
8,659
+147
258
$813K 0.05%
2,314
+746
259
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-41
260
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14,147
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261
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18,400
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262
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8,558
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263
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6,686
-954
264
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10,153
265
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2,341
266
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267
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271
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477
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272
$707K 0.04%
38,308
273
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7,355
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274
$698K 0.04%
8,253
-127
275
$693K 0.04%
15,046
+395
9 10
11
12 13