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
376
$320K 0.02%
11,228
-1,211
377
$318K 0.02%
10,130
+1,625
378
$317K 0.02%
6,105
-497
379
$317K 0.02%
22,230
+7,980
380
$313K 0.02%
3,036
+556
381
$313K 0.02%
248,087
382
$312K 0.02%
3,490
-320
383
$312K 0.02%
14,455
-1,171
384
$310K 0.02%
11,357
-108
385
$309K 0.02%
3,672
+49
386
$305K 0.02%
5,838
-50
387
$304K 0.02%
6,136
+255
388
$301K 0.02%
2,307
+116
389
$300K 0.02%
3,411
390
$300K 0.02%
+9,669
391
$297K 0.02%
2,075
392
$297K 0.02%
+3,028
393
$294K 0.02%
5,188
+7
394
$292K 0.02%
5,930
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395
$291K 0.02%
1,841
+7
396
$290K 0.02%
10,406
+20
397
$289K 0.02%
3,218
398
$288K 0.02%
+1,053
399
$287K 0.02%
+2,100
400
$286K 0.02%
1,679
+33
14 15
16
17 18