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
51
$9.02M 0.5%
142,423
-608
52
$9.01M 0.5%
110,494
+106,087
53
$8.98M 0.5%
118,952
-25
54
$8.74M 0.49%
216,765
-4,853
55
$8.73M 0.49%
77,436
+2,949
56
$8.73M 0.49%
56,798
+1,056
57
$8.7M 0.48%
61,483
-571
58
$8.59M 0.48%
34,976
+100
59
$8.59M 0.48%
18,331
-540
60
$8.56M 0.48%
35,161
-30
61
$8.5M 0.47%
+78,279
62
$8.45M 0.47%
27,805
+491
63
$8.43M 0.47%
253,505
+10,409
64
$8.43M 0.47%
425,682
-5,160
65
$8.38M 0.47%
28,548
-2,985
66
$8.36M 0.46%
295,386
-339
67
$7.52M 0.42%
214,507
-244
68
$7.51M 0.42%
15,804
-201
69
$7.47M 0.42%
103,756
+3,967
70
$7.35M 0.41%
+97,134
71
$7.24M 0.4%
38,683
+75
72
$7.07M 0.39%
104,102
+714
73
$7M 0.39%
24,794
-160
74
$6.97M 0.39%
611,979
-5,521
75
$6.92M 0.38%
637,705
+2,910
1 2
3
4 5