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
476
– –
-2,569
477
– –
-360
478
– –
-560,669
479
– –
-559,305
480
– –
-46,850
16 17 18 19
20