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
376
$281K 0.02%
+16,073
377
$281K 0.02%
12,914
+3
378
$280K 0.02%
1,626
-4
379
$280K 0.02%
7,040
+90
380
$279K 0.02%
+3,209
381
$276K 0.02%
1,087
382
$275K 0.02%
5,777
-54
383
$273K 0.02%
3,987
-6
384
$273K 0.02%
5,801
385
$271K 0.02%
882
-1,389
386
$269K 0.02%
6,573
387
$269K 0.02%
3,968
-1,231
388
$269K 0.02%
1,822
+8
389
$266K 0.02%
2,199
-112
390
$264K 0.02%
3,799
+109
391
$263K 0.02%
5,905
+38
392
$262K 0.02%
2,415
393
$261K 0.02%
+1,946
394
$261K 0.02%
8,527
+1,181
395
$260K 0.02%
981
-2
396
$258K 0.02%
6,546
397
$258K 0.02%
1,778
-12,823
398
$257K 0.02%
+9,453
399
$255K 0.02%
3,259
-33
400
$254K 0.02%
3,390
+2
14 15
16
17 18