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
351
$379K 0.02%
15,992
-505
352
$376K 0.02%
4,409
+10
353
$375K 0.02%
14,109
+15
354
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4,124
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355
$371K 0.02%
8,217
-343
356
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2,187
357
$365K 0.02%
572
+9
358
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5,419
-355
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5,232
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360
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5,243
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361
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1,051
-195
362
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363
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1,294
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364
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5,228
+157
365
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1,633
-1,542
366
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3,120
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368
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6,358
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-15
371
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718
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372
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1,087
373
$328K 0.02%
+5,185
374
$327K 0.02%
1,630
+26
375
$323K 0.02%
+1,511
13 14
15
16 17