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
376
$310K 0.02%
15,626
-447
377
$309K 0.02%
1,686
-92
378
$306K 0.02%
11,465
+35
379
$305K 0.02%
1,087
380
$304K 0.02%
8,505
-540
381
$303K 0.02%
5,888
+364
382
$302K 0.02%
563
+7
383
$301K 0.02%
4,467
+499
384
$299K 0.02%
1,604
-92
385
$297K 0.02%
1,617
-9
386
$296K 0.02%
3,218
-41
387
$295K 0.02%
+3,034
388
$293K 0.02%
4,006
+19
389
$291K 0.02%
12,128
+120
390
$290K 0.02%
6,781
-259
391
$290K 0.02%
+5,071
392
$289K 0.02%
885
393
$287K 0.02%
3,411
-738
394
$285K 0.02%
2,075
-56
395
$281K 0.02%
2,838
396
$280K 0.02%
3,623
-311
397
$280K 0.02%
11,909
-1,005
398
$279K 0.02%
12,683
-5,997
399
$277K 0.02%
1,269
+8
400
$277K 0.02%
+3,436
14 15
16
17 18