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
251
$809K 0.05%
2,305
252
$799K 0.05%
8,512
+1,042
253
$799K 0.05%
26,697
-135
254
$797K 0.05%
+6,585
255
$792K 0.05%
26,897
+50
256
$791K 0.05%
10,738
-1
257
$790K 0.05%
3,195
-1
258
$787K 0.05%
15,103
+104
259
$768K 0.05%
8,380
-1,236
260
$738K 0.04%
14,187
+1,815
261
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4,738
-20
262
$723K 0.04%
3,160
-24
263
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24,745
-5,430
264
$708K 0.04%
33,953
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265
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8,151
-369
266
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267
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8,394
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268
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10,153
269
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5,390
-21
270
$690K 0.04%
941
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271
$681K 0.04%
14,125
-296
272
$676K 0.04%
+3,175
273
$666K 0.04%
14,651
+1,483
274
$653K 0.04%
5,534
+424
275
$653K 0.04%
2,341
9 10
11
12 13