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
76
$6.88M 0.38%
24,368
-2,375
77
$6.63M 0.37%
11,648
-36
78
$6.61M 0.37%
81,401
+327
79
$6.5M 0.36%
56,761
-551
80
$6.48M 0.36%
15,349
-299
81
$6.47M 0.36%
120,636
+1,542
82
$6.32M 0.35%
13,252
+8,931
83
$6.12M 0.34%
68,268
-603
84
$6.01M 0.33%
58,337
-273
85
$5.86M 0.33%
98,947
+2,394
86
$5.81M 0.32%
332,558
-20,688
87
$5.61M 0.31%
20,507
88
$5.48M 0.3%
29,815
-291
89
$5.44M 0.3%
37,342
+6,257
90
$5.34M 0.3%
100,370
+3,565
91
$5.23M 0.29%
53,529
+336
92
$5.22M 0.29%
30,554
-494
93
$5.09M 0.28%
70,788
+1,657
94
$4.94M 0.27%
6,513
+869
95
$4.86M 0.27%
19,698
-242
96
$4.84M 0.27%
154,249
+3,308
97
$4.82M 0.27%
102,728
-211
98
$4.66M 0.26%
91,559
+963
99
$4.49M 0.25%
442,761
-10,151
100
$4.49M 0.25%
12,623
-29
2 3
4
5 6