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
26
$15.8M 0.93%
406,091
+12,275
27
$15.3M 0.91%
1,808,320
+364,320
28
$15.2M 0.9%
66,938
-1,675
29
$14.6M 0.87%
23,529
-1,586
30
$13.8M 0.82%
385,551
+7,179
31
$13.6M 0.81%
99,686
+817
32
$13.5M 0.8%
96,049
+171
33
$13.1M 0.78%
185,850
+12,190
34
$13.1M 0.78%
141,704
+3,075
35
$12.9M 0.76%
1,051,303
+20,106
36
$12.9M 0.76%
20,825
+7,421
37
$11.1M 0.66%
189,967
+4,776
38
$11M 0.65%
14,064
+1,127
39
$10.6M 0.63%
29,784
+1,271
40
$10.4M 0.62%
240,757
+10,106
41
$10.2M 0.61%
33,689
+3,202
42
$9.89M 0.59%
42,973
+891
43
$9.76M 0.58%
668,770
-65,110
44
$9.72M 0.58%
31,533
+472
45
$9.71M 0.58%
63,594
+1,753
46
$9.5M 0.56%
16,774
+5,072
47
$9.41M 0.56%
161,474
+6,520
48
$9.38M 0.56%
+24,475
49
$8.99M 0.53%
50,853
-37
50
$8.98M 0.53%
143,031
+6,102
1
2
3 4 5