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
101
$4.42M 0.25%
93,046
-2,232
102
$4.36M 0.24%
40,427
-642
103
$4.32M 0.24%
346,710
104
$4.3M 0.24%
10,099
-14,376
105
$4.22M 0.23%
43,178
-1,692
106
$4.11M 0.23%
6,023
-143
107
$4.06M 0.23%
6,767
-52
108
$3.94M 0.22%
125,991
-4,802
109
$3.92M 0.22%
119,037
+3,322
110
$3.92M 0.22%
4,044
-116
111
$3.9M 0.22%
131,623
+3,185
112
$3.86M 0.21%
13,694
-282
113
$3.84M 0.21%
7,817
-145
114
$3.82M 0.21%
18,958
+343
115
$3.74M 0.21%
146,978
+284
116
$3.71M 0.21%
15,032
-13,170
117
$3.59M 0.2%
133,984
+115
118
$3.59M 0.2%
3,078
+157
119
$3.57M 0.2%
3,857
-1,383
120
$3.55M 0.2%
46,433
-282
121
$3.54M 0.2%
10,229
-285
122
$3.53M 0.2%
14,888
-320
123
$3.49M 0.19%
34,228
+1
124
$3.46M 0.19%
6,924
-293
125
$3.44M 0.19%
74,295
-172
3 4
5
6 7