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
326
$297K 0.02%
1,225
+7
327
$297K 0.02%
+8,195
328
$294K 0.02%
5,790
+1
329
$284K 0.02%
+6,607
330
$283K 0.02%
278
-15
331
$277K 0.02%
3,411
+100
332
$275K 0.02%
2,099
-8,966
333
$272K 0.02%
5,801
+10
334
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3,023
-5
335
$265K 0.02%
+1,431
336
$263K 0.02%
670
-1
337
$262K 0.02%
2,339
-81
338
$262K 0.02%
1,434
-20
339
$261K 0.02%
669
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340
$259K 0.02%
1,087
341
$258K 0.02%
4,484
-324
342
$257K 0.02%
4,430
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343
$254K 0.02%
2,562
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344
$253K 0.02%
3,575
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345
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346
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347
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4,788
348
$246K 0.02%
+2,530
349
$245K 0.02%
10,277
-16,805
350
$243K 0.02%
3,694
-9,923
12 13
14
15 16