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
276
$646K 0.04%
6,223
+770
277
$645K 0.04%
2,485
-19
278
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280
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281
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11,613
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282
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2,588
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283
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284
$603K 0.04%
2,187
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285
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6,514
-36
286
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287
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26,464
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288
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6,514
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289
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4,092
+1,124
290
$567K 0.03%
10,779
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291
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292
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293
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294
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295
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296
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4,926
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297
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2,459
-107
298
$526K 0.03%
1,035
-10
299
$524K 0.03%
1,919
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300
$520K 0.03%
46,841
10 11
12
13 14