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
151
$2.43M 0.14%
12,644
+149
152
$2.35M 0.13%
39,144
-121
153
$2.33M 0.13%
118,444
154
$2.28M 0.13%
9,935
-327
155
$2.28M 0.13%
14,655
-5,274
156
$2.26M 0.13%
3
157
$2.19M 0.12%
4,509
-414
158
$2.18M 0.12%
22,062
159
$2.15M 0.12%
2,998
-106
160
$2.15M 0.12%
17,940
+110
161
$2.13M 0.12%
31,076
+3,779
162
$2.11M 0.12%
14,463
-14
163
$2.09M 0.12%
35,029
-96
164
$2.07M 0.12%
1,918
+18
165
$2.06M 0.11%
10,498
-42
166
$2.04M 0.11%
52,065
+4,343
167
$2M 0.11%
86,524
-864
168
$1.99M 0.11%
9,771
+1
169
$1.98M 0.11%
14,108
+162
170
$1.98M 0.11%
5,720
-181
171
$1.91M 0.11%
98,439
172
$1.84M 0.1%
17,913
+1,502
173
$1.84M 0.1%
3,668
+14
174
$1.84M 0.1%
6,579
-263
175
$1.82M 0.1%
80,268
+4,894
5 6
7
8 9