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
276
$427K 0.04%
4,413
+23
277
$427K 0.04%
3,966
+371
278
$419K 0.03%
8,465
-3,744
279
$416K 0.03%
3,667
+9
280
$414K 0.03%
1,923
+4
281
$409K 0.03%
855
+7
282
$405K 0.03%
8,035
-3,430
283
$405K 0.03%
+1,264
284
$404K 0.03%
1,422
-1,249
285
$403K 0.03%
5,821
-2,825
286
$403K 0.03%
2,274
-364
287
$399K 0.03%
16,912
+2,438
288
$399K 0.03%
1,150
289
$399K 0.03%
7,772
-2,974
290
$393K 0.03%
2,186
+1
291
$392K 0.03%
4,148
-163
292
$387K 0.03%
6,080
-2,311
293
$385K 0.03%
1,077
-2
294
$385K 0.03%
+7,680
295
$379K 0.03%
12,433
+1,312
296
$379K 0.03%
3,133
297
$370K 0.03%
9,520
+1,355
298
$368K 0.03%
8,484
+298
299
$366K 0.03%
1,875
300
$365K 0.03%
9,842
+23
10 11
12
13 14