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
401
$273K 0.02%
1,834
+12
402
$271K 0.02%
3,328
+64
403
$267K 0.02%
5,160
-25
404
$267K 0.02%
5,968
+63
405
$266K 0.02%
2,191
+1
406
$265K 0.02%
2,416
+1
407
$264K 0.02%
4,788
408
$263K 0.02%
7,999
+254
409
$262K 0.02%
2,126
-1,083
410
$261K 0.02%
+45
411
$259K 0.02%
+5,881
412
$257K 0.02%
6,078
+29
413
$257K 0.02%
3,389
-1
414
$255K 0.02%
5,181
+534
415
$254K 0.02%
10,386
-265,576
416
$254K 0.02%
10,343
417
$254K 0.02%
+3,559
418
$252K 0.02%
3,656
-143
419
$252K 0.01%
25,469
-9,399
420
$252K 0.01%
9,502
-413
421
$250K 0.01%
2,480
-4
422
$249K 0.01%
3,417
+395
423
$248K 0.01%
238
-4
424
$247K 0.01%
5,904
-1,078
425
$242K 0.01%
989
+8
15 16
17
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