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
351
$360K 0.02%
+2,807
352
$360K 0.02%
717
+4
353
$359K 0.02%
+7,743
354
$359K 0.02%
4,399
+24
355
$355K 0.02%
676
-1
356
$354K 0.02%
10,277
357
$354K 0.02%
2,884
-1,190
358
$351K 0.02%
1,071
-2
359
$350K 0.02%
8,195
360
$350K 0.02%
1,396
+37
361
$348K 0.02%
3,667
-123
362
$344K 0.02%
1,218
-1
363
$340K 0.02%
5,320
+4
364
$338K 0.02%
12,439
365
$336K 0.02%
3,810
-11,332
366
$334K 0.02%
6,377
-418
367
$333K 0.02%
5,229
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368
$333K 0.02%
6,120
+58
369
$332K 0.02%
6,753
-2,728
370
$319K 0.02%
4,214
-79
371
$319K 0.02%
939
+57
372
$318K 0.02%
6,602
-276
373
$317K 0.02%
4,407
-14
374
$315K 0.02%
6,546
375
$313K 0.02%
2,620
+21
13 14
15
16 17