CWP
Cyndeo Wealth Partners Portfolio holdings
AUM
$1.9B
1-Year Est. Return
24.89%
This Fund
S&P 500
1 Year Est. Return
+24.89%
AUM
$1.85B
AUM Growth
+$56.2M
(+3.1%)
Holding
508
Top Buys
| 1 | +$7.4M | |
| 2 | +$6.92M | |
| 3 | +$6.85M | |
| 4 |
Duke Energy
DUK
|
+$6.84M |
| 5 |
BlackRock Total Return ETF
BRTR
|
+$6.8M |
Top Sells
| 1 | +$7.83M | |
| 2 | +$7.24M | |
| 3 | +$6.92M | |
| 4 |
Bunge Global
BG
|
+$6.61M |
| 5 |
ASML
ASML
|
+$4M |
Sector Composition
| 1 | Technology | 20.53% |
| 2 | Financials | 8.48% |
| 3 | Healthcare | 8.44% |
| 4 | Consumer Discretionary | 6.28% |
| 5 | Communication Services | 4.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Recursion Pharmaceuticals
RXRX
$1.9B
| – | – |
-15,165
|
|
||
502
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.06B
| – | – |
-25,059
|
|
||
|
THTX
503
DELISTED
Theratechnologies
THTX
| – | – |
-47,498
|
|
||
504
TotalEnergies
TTE
$192B
| – | – |
-35,029
|
|
||
505
Wynn Resorts
WYNN
$11B
| – | – |
-1,582
|
|
||
|
OKLO
506
Oklo
OKLO
$13B
| – | – |
-2,000
|
|
||
|
CNH
507
CNH Industrial
CNH
$13B
| – | – |
-637,705
|
|
||
|
CRWV
508
CoreWeave Inc
CRWV
$64.4B
| – | – |
-2,100
|
|