CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.8B
1-Year Est. Return 24.43%
This Quarter Est. Return
1 Year Est. Return
+24.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.33M
3
+$6.28M
4
C icon
Citigroup
C
+$5.78M
5
ORI icon
Old Republic International
ORI
+$5.5M

Top Sells

1
+$5.95M
2
+$5.74M
3
+$4.58M
4
FLG
Flagstar Bank National Association
FLG
+$4.42M
5
PG icon
Procter & Gamble
PG
+$2.62M

Sector Composition

1 Technology 17.29%
2 Financials 8.87%
3 Healthcare 8.57%
4 Consumer Discretionary 6.65%
5 Energy 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$562K 0.05%
2,671
+12
252
$560K 0.05%
13,036
+2,562
253
$553K 0.05%
10,202
+1,609
254
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2,017
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255
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5,173
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256
$525K 0.04%
2,332
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257
$522K 0.04%
7,043
-650
258
$522K 0.04%
6,713
-7,950
259
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4,043
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260
$514K 0.04%
2,410
-39
261
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5,154
262
$496K 0.04%
5,896
-39
263
$486K 0.04%
4,924
-5,325
264
$480K 0.04%
4,206
-134
265
$478K 0.04%
20,369
+3,428
266
$476K 0.04%
3,705
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267
$474K 0.04%
8,278
268
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8,056
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269
$467K 0.04%
5,161
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270
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2,688
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271
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1,025
-135
272
$439K 0.04%
6,117
-179
273
$434K 0.04%
8,405
-2,287
274
$430K 0.04%
+6,764
275
$429K 0.04%
3,061
-34
9 10
11
12 13