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
176
$1.8M 0.1%
23,003
-849
177
$1.78M 0.1%
3,632
+14
178
$1.78M 0.1%
15,634
+486
179
$1.74M 0.1%
29,337
-971
180
$1.71M 0.1%
32,687
+1,988
181
$1.68M 0.09%
48,645
+21,948
182
$1.63M 0.09%
21,921
+483
183
$1.63M 0.09%
5,540
+45
184
$1.56M 0.09%
7,846
-361
185
$1.55M 0.09%
2,739
-2
186
$1.51M 0.08%
117,865
+9,543
187
$1.5M 0.08%
33,097
-1,259
188
$1.5M 0.08%
18,007
-923
189
$1.48M 0.08%
10,526
+116
190
$1.46M 0.08%
15,598
191
$1.46M 0.08%
28,344
-50
192
$1.45M 0.08%
+69,938
193
$1.44M 0.08%
8,877
+5,628
194
$1.43M 0.08%
15,369
-13
195
$1.37M 0.08%
52,519
-2,449
196
$1.36M 0.08%
25,500
+173
197
$1.36M 0.08%
2,218
-504
198
$1.36M 0.08%
18,428
+1,612
199
$1.35M 0.08%
18,399
200
$1.33M 0.07%
12,960
+254
6 7
8
9 10