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
326
$417K 0.02%
787
-21
327
$416K 0.02%
2,642
328
$410K 0.02%
7,772
329
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330
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331
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+7,331
332
$397K 0.02%
3,130
-45
333
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334
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21,831
+10,113
335
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-20
336
$393K 0.02%
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337
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338
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2,347
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339
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340
$384K 0.02%
2,878
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341
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342
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16,497
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16,561
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344
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14,094
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345
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3,331
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346
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13,812
347
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2,187
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348
$363K 0.02%
1,246
-20
349
$362K 0.02%
+5,774
350
$361K 0.02%
+7,972
12 13
14
15 16