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
326
$444K 0.02%
5,947
+100
327
$444K 0.02%
2,642
328
$439K 0.02%
1,834
-54
329
$428K 0.02%
1,403
+7
330
$427K 0.02%
2,829
+22
331
$424K 0.02%
3,341
-37
332
$423K 0.02%
3,142
+12
333
$420K 0.02%
6,906
+79
334
$413K 0.02%
+3,143
335
$412K 0.02%
7,773
+1
336
$411K 0.02%
23,977
+2,146
337
$409K 0.02%
+1,954
338
$406K 0.02%
8,055
+83
339
$406K 0.02%
2,862
-22
340
$405K 0.02%
2,875
-3
341
$401K 0.02%
+10,248
342
$401K 0.02%
+2,180
343
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2,104
344
$399K 0.02%
6,938
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345
$399K 0.02%
2,992
-1,100
346
$391K 0.02%
2,981
-311
347
$385K 0.02%
3,839
+172
348
$384K 0.02%
8,195
349
$380K 0.02%
677
+1
350
$379K 0.02%
13,812
12 13
14
15 16