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
201
$1.33M 0.07%
27,942
-438
202
$1.31M 0.07%
26,600
203
$1.3M 0.07%
4,045
-2,892
204
$1.27M 0.07%
25,059
+2,811
205
$1.24M 0.07%
4,171
+121
206
$1.24M 0.07%
3,729
-165
207
$1.21M 0.07%
15,096
-1,320
208
$1.2M 0.07%
2,984
+4
209
$1.2M 0.07%
11,003
-1,766
210
$1.2M 0.07%
5,094
-48
211
$1.2M 0.07%
14,279
+190
212
$1.2M 0.07%
15,596
-766
213
$1.19M 0.07%
4,748
-135
214
$1.18M 0.07%
20,926
-134
215
$1.16M 0.06%
5,828
-700
216
$1.14M 0.06%
4,405
-127
217
$1.13M 0.06%
+7,630
218
$1.11M 0.06%
5,423
-167
219
$1.11M 0.06%
38,667
+2,346
220
$1.11M 0.06%
3,691
-200
221
$1.1M 0.06%
6,784
-284
222
$1.1M 0.06%
23,081
-454
223
$1.1M 0.06%
3,649
-16
224
$1.06M 0.06%
11,384
+174
225
$1.06M 0.06%
7,690
+27
7 8
9
10 11