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
426
$241K 0.01%
20,593
427
$240K 0.01%
9,190
+25
428
$240K 0.01%
+4,734
429
$240K 0.01%
225,284
+205
430
$239K 0.01%
1,751
-448
431
$239K 0.01%
+360
432
$231K 0.01%
7,214
-66
433
$227K 0.01%
1,949
+196
434
$224K 0.01%
+2,034
435
$223K 0.01%
3,521
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436
$221K 0.01%
+1,646
437
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+697
438
$216K 0.01%
108
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439
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440
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+2,167
441
$212K 0.01%
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442
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443
$211K 0.01%
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444
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445
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3,365
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446
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447
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448
$205K 0.01%
+4,953
449
$204K 0.01%
1,095
+17
450
$204K 0.01%
+5,856
16 17
18
19 20