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
301
$365K 0.03%
6,464
-249
302
$364K 0.03%
15,061
-14,318
303
$360K 0.03%
+11,560
304
$360K 0.03%
5,275
+30
305
$356K 0.03%
4,042
+17
306
$356K 0.03%
2,642
307
$353K 0.03%
3,245
-2,246
308
$343K 0.03%
3,546
+203
309
$341K 0.03%
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310
$341K 0.03%
20,818
311
$341K 0.03%
3,968
+1,187
312
$340K 0.03%
2,467
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313
$335K 0.03%
2,728
-6
314
$334K 0.03%
1,348
+21
315
$326K 0.03%
4,663
+36
316
$326K 0.03%
+14,176
317
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+7,168
318
$317K 0.03%
3,975
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319
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+1,091
320
$312K 0.03%
4,462
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321
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1,497
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322
$308K 0.03%
4,722
+19
323
$306K 0.03%
566
+146
324
$304K 0.03%
4,024
+2
325
$303K 0.03%
+12,647
11 12
13
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