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
126
$3.43M 0.19%
133,752
+220
127
$3.4M 0.19%
51,526
+519
128
$3.38M 0.19%
25,360
+64
129
$3.35M 0.19%
29,242
-1,100
130
$3.34M 0.19%
37,157
-4,383
131
$3.26M 0.18%
47,273
+2,565
132
$3.24M 0.18%
15,934
-104
133
$3.22M 0.18%
33,856
-1,255
134
$3.13M 0.17%
6,996
-3,231
135
$3.07M 0.17%
15,796
+200
136
$3.06M 0.17%
25,619
+1,367
137
$2.97M 0.17%
116,695
-707
138
$2.9M 0.16%
35,152
+62
139
$2.85M 0.16%
41,979
+1,478
140
$2.83M 0.16%
3,555
-203
141
$2.81M 0.16%
43,273
+742
142
$2.76M 0.15%
2,096
-27
143
$2.76M 0.15%
7,371
+3,511
144
$2.71M 0.15%
11,799
-3,302
145
$2.53M 0.14%
6,853
+5,853
146
$2.52M 0.14%
25,160
+1,711
147
$2.5M 0.14%
10,601
-43
148
$2.48M 0.14%
96,764
-520
149
$2.45M 0.14%
45,226
-454
150
$2.44M 0.14%
27,924
-426
4 5
6
7 8