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
351
$242K 0.02%
2,544
-249
352
$237K 0.02%
+604
353
$237K 0.02%
10,343
354
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355
$234K 0.02%
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356
$233K 0.02%
225,130
-1,101
357
$233K 0.02%
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-120
358
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2,150
-44
359
$226K 0.02%
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-12
360
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361
$220K 0.02%
6,752
-1,431
362
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+603
363
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20,593
364
$216K 0.02%
+2,134
365
$216K 0.02%
1,300
366
$214K 0.02%
1,325
+20
367
$214K 0.02%
+1,253
368
$214K 0.02%
398
-4,017
369
$212K 0.02%
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370
$212K 0.02%
610
371
$212K 0.02%
6,891
-260
372
$210K 0.02%
5,698
-290
373
$203K 0.02%
+3,504
374
$202K 0.02%
+1,374
375
$200K 0.02%
877
13 14
15
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