CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.85B
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.25M
3
+$6.84M
4
RITM icon
Rithm Capital
RITM
+$6.8M
5
BG icon
Bunge Global
BG
+$6.38M

Top Sells

1
+$8.19M
2
+$7.64M
3
+$6.62M
4
OMF icon
OneMain Financial
OMF
+$6.46M
5
IPG
Interpublic Group of Companies
IPG
+$6.46M

Sector Composition

1 Technology 20.37%
2 Financials 9.12%
3 Healthcare 6.91%
4 Consumer Discretionary 6.1%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.06%
36,321
+3,966
227
$1.02M 0.06%
45,852
+10,799
228
$1.01M 0.06%
6,645
-25
229
$1.01M 0.06%
7,663
+173
230
$1M 0.06%
11,210
-117
231
$996K 0.06%
3,891
+112
232
$964K 0.06%
6,383
-10
233
$951K 0.06%
5,453
+100
234
$947K 0.06%
7,640
-1,158
235
$947K 0.06%
26,600
-20,000
236
$943K 0.06%
3,665
+5
237
$938K 0.06%
14,671
-923
238
$930K 0.06%
509
-13
239
$895K 0.05%
9,664
+768
240
$892K 0.05%
70,300
+3,158
241
$891K 0.05%
3,734
+4
242
$876K 0.05%
2,636
+100
243
$871K 0.05%
9,471
+232
244
$871K 0.05%
9,492
-1,113
245
$859K 0.05%
12,964
+296
246
$857K 0.05%
10,501
-75,035
247
$856K 0.05%
33,023
+678
248
$850K 0.05%
9,986
+2
249
$820K 0.05%
19,065
-163,089
250
$811K 0.05%
2,095
-5,669
8 9
10
11 12