CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.69B
1-Year Return
21.83%
This Quarter Return
+11.73%
1 Year Return
+21.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.69B
AUM Growth
+$163M
(+11%)
Cap. Flow
+$34.5M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
23.16%
Holding
497
New
49
Increased
213
Reduced
164
Closed
32
Top Buys
| 1 |
HCA Healthcare
HCA
|
$9.38M |
| 2 |
Lincoln National
LNC
|
$7.67M |
| 3 |
Rithm Capital
RITM
|
$6.97M |
| 4 |
Devon Energy
DVN
|
$6.83M |
| 5 |
Bunge Global
BG
|
$6.51M |
Top Sells
| 1 |
JWN
Nordstrom
JWN
|
$7.64M |
| 2 |
Truist Financial
TFC
|
$7.01M |
| 3 |
UnitedHealth
UNH
|
$6.68M |
| 4 |
Comerica
CMA
|
$6.62M |
| 5 |
Interpublic Group of Companies
IPG
|
$6.5M |
Sector Composition
| 1 | Technology | 20.37% |
| 2 | Financials | 9.12% |
| 3 | Healthcare | 6.91% |
| 4 | Consumer Discretionary | 6.1% |
| 5 | Consumer Staples | 4.96% |
