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
51
$8.88M 0.53%
55,742
+1,546
52
$8.85M 0.52%
243,096
+3,695
53
$8.69M 0.52%
295,725
+11,956
54
$8.66M 0.51%
148,766
+6,174
55
$8.3M 0.49%
34,876
+1,037
56
$8.29M 0.49%
215,603
+10,568
57
$8.26M 0.49%
118,977
+2,984
58
$8.23M 0.49%
634,795
+39,518
59
$8.22M 0.49%
62,054
+2,602
60
$8.17M 0.48%
430,842
+58,761
61
$8.03M 0.48%
74,487
+3,607
62
$8.03M 0.48%
25,166
-1,453
63
$8.01M 0.48%
18,871
+1,450
64
$7.98M 0.47%
27,314
+1,357
65
$7.75M 0.46%
26,743
+403
66
$7.67M 0.45%
+221,618
67
$7.53M 0.45%
28,202
+12,829
68
$7.51M 0.45%
16,005
+391
69
$7.25M 0.43%
155,909
+10,209
70
$7.06M 0.42%
99,789
+6,349
71
$6.97M 0.41%
+617,500
72
$6.97M 0.41%
24,954
+2,343
73
$6.93M 0.41%
103,388
+1,552
74
$6.84M 0.41%
15,648
+40
75
$6.83M 0.41%
+214,751
1 2
3
4 5