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
301
$515K 0.03%
5,757
-6
302
$514K 0.03%
18,836
+337
303
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2,323
-837
304
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8,239
305
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4,543
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306
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17,389
307
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9,926
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308
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818
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309
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4,573
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311
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312
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313
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315
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320
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10,277
321
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12,768
322
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323
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1,071
324
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2,346
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325
$445K 0.02%
7,743
11 12
13
14 15