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
451
$216K 0.01%
3,565
-4,194
452
$215K 0.01%
+1,300
453
$211K 0.01%
+4,973
454
$209K 0.01%
4,704
-249
455
$209K 0.01%
+3,196
456
$208K 0.01%
3,744
+88
457
$205K 0.01%
1,217
-400
458
$205K 0.01%
5,712
-144
459
$204K 0.01%
+4,688
460
$204K 0.01%
+1,620
461
$203K 0.01%
+374
462
$203K 0.01%
+1,582
463
$202K 0.01%
11,710
+995
464
$202K 0.01%
1,675
-359
465
$201K 0.01%
7,629
-4,280
466
$200K 0.01%
13,199
+1,072
467
$161K 0.01%
10,000
468
$154K 0.01%
17,000
469
$152K 0.01%
47,498
+17,807
470
$131K 0.01%
10,913
+52
471
$77K ﹤0.01%
31,063
+20,436
472
$74K ﹤0.01%
15,165
+677
473
$55.1K ﹤0.01%
10,000
474
$45.4K ﹤0.01%
10,000
475
– –
-604
16 17 18
19
20