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
$959M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$3.6M
3
+$3.53M
4
ALLY icon
Ally Financial
ALLY
+$3.49M
5
IBM icon
IBM
IBM
+$3.35M

Top Sells

1
+$5.85M
2
+$3.76M
3
+$3.65M
4
KHC icon
Kraft Heinz
KHC
+$3.37M
5
CPB icon
Campbell Soup
CPB
+$3.21M

Sector Composition

1 Technology 14.37%
2 Healthcare 8.74%
3 Financials 6.95%
4 Consumer Discretionary 6.68%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-14,397
352
– –
-151,121
353
– –
-3,950
354
– –
-416,484
11 12 13 14
15