CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.85B
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.75M
3
+$7.57M
4
CNH
CNH Industrial
CNH
+$7.46M
5
NTR icon
Nutrien
NTR
+$7.3M

Top Sells

1
+$7.35M
2
+$7.08M
3
+$6.98M
4
SLG icon
SL Green Realty
SLG
+$6.95M
5
DLR icon
Digital Realty Trust
DLR
+$6.81M

Sector Composition

1 Technology 17.41%
2 Financials 9.33%
3 Healthcare 8.02%
4 Consumer Discretionary 6.64%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$596K 0.04%
12,750
-574
277
$593K 0.04%
13,168
+1,699
278
$591K 0.04%
10,153
279
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280
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281
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282
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283
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2,092
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284
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285
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2,676
-4,796
286
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17,538
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287
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288
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5,154
289
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3,380
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290
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291
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294
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295
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296
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33,203
-1,275
297
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978
298
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2,341
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299
$492K 0.03%
4,925
300
$490K 0.03%
1,045
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