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
401
$284K 0.02%
7,999
402
$279K 0.02%
3,436
403
$278K 0.02%
3,382
-7
404
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4,450
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405
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406
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1,208
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407
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5,929
-39
408
$273K 0.02%
2,037
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409
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410
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360
411
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25,981
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412
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413
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12,974
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414
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415
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2,206
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416
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417
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418
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419
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420
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421
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422
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980
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423
$252K 0.01%
3,427
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424
$250K 0.01%
3,104
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425
$250K 0.01%
20,593
15 16
17
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