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
426
$248K 0.01%
4,529
-205
427
$247K 0.01%
+8,549
428
$247K 0.01%
1,751
429
$246K 0.01%
5,677
-227
430
$246K 0.01%
4,884
-276
431
$243K 0.01%
1,125
432
$242K 0.01%
225,284
433
$241K 0.01%
2,166
-250
434
$240K 0.01%
+1,735
435
$231K 0.01%
3,521
436
$230K 0.01%
8,640
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437
$228K 0.01%
2,036
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438
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439
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238
440
$226K 0.01%
3,365
441
$226K 0.01%
+1,882
442
$226K 0.01%
+2,016
443
$225K 0.01%
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444
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445
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446
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448
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+3,162
449
$217K 0.01%
6,982
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450
$217K 0.01%
3,286
-42
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