CWP

Cyndeo Wealth Partners Portfolio holdings

AUM $1.8B
1-Year Est. Return 24.43%
This Quarter Est. Return
1 Year Est. Return
+24.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.33M
3
+$6.28M
4
C icon
Citigroup
C
+$5.78M
5
ORI icon
Old Republic International
ORI
+$5.5M

Top Sells

1
+$5.95M
2
+$5.74M
3
+$4.58M
4
FLG
Flagstar Bank National Association
FLG
+$4.42M
5
PG icon
Procter & Gamble
PG
+$2.62M

Sector Composition

1 Technology 17.29%
2 Financials 8.87%
3 Healthcare 8.57%
4 Consumer Discretionary 6.65%
5 Energy 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.48M 0.54%
22,998
-272
52
$6.46M 0.54%
24,847
-637
53
$6.38M 0.53%
354,054
+72,242
54
$6.28M 0.52%
+46,167
55
$6.22M 0.52%
66,820
+2,150
56
$6.21M 0.52%
112,724
+11,046
57
$6.06M 0.5%
155,528
+15,978
58
$6.04M 0.5%
95,503
+91,347
59
$6.04M 0.5%
148,741
-15,895
60
$5.99M 0.5%
93,684
+11,642
61
$5.94M 0.49%
210,044
+4,811
62
$5.94M 0.49%
28,930
-4,198
63
$5.82M 0.48%
33,619
-1,419
64
$5.82M 0.48%
232,703
-11,938
65
$5.66M 0.47%
67,766
-3,712
66
$5.5M 0.46%
+179,157
67
$5.45M 0.45%
104,378
+1,610
68
$5.45M 0.45%
77,895
+838
69
$5.43M 0.45%
48,389
+10,530
70
$5.41M 0.45%
101,859
+3,909
71
$5.39M 0.45%
17,890
-1,548
72
$5.34M 0.44%
37,106
-3,395
73
$5.3M 0.44%
444,256
-7,408
74
$5.28M 0.44%
25,650
+83
75
$5.13M 0.43%
39,415
-2,590
1 2
3
4 5