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
76
$6.81M 0.4%
21,447
-2,362
77
$6.79M 0.4%
68,871
+63,946
78
$6.57M 0.39%
11,684
+716
79
$6.51M 0.39%
+81,074
80
$6.41M 0.38%
+38,608
81
$6.25M 0.37%
30,106
+4,279
82
$6.24M 0.37%
35,191
-18,945
83
$6.02M 0.36%
57,312
+1,524
84
$5.97M 0.35%
353,246
-22,416
85
$5.96M 0.35%
19,940
-244
86
$5.75M 0.34%
119,094
+1,260
87
$5.73M 0.34%
58,610
-928
88
$5.56M 0.33%
10,227
+514
89
$5.26M 0.31%
96,553
+608
90
$5.19M 0.31%
5,240
+47
91
$5.12M 0.3%
96,805
-7,249
92
$5.06M 0.3%
20,507
+1,967
93
$5.03M 0.3%
42,167
+1,520
94
$5.03M 0.3%
102,939
-1,981
95
$4.86M 0.29%
6,166
+96
96
$4.82M 0.29%
44,870
+1,586
97
$4.8M 0.28%
53,193
+1,425
98
$4.65M 0.28%
452,912
-118,032
99
$4.64M 0.28%
31,048
+2,874
100
$4.62M 0.27%
69,131
+2,656
2 3
4
5 6