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
101
$4.55M 0.27%
90,596
-6,492
102
$4.45M 0.26%
95,278
103
$4.43M 0.26%
150,941
+2,572
104
$4.32M 0.26%
346,710
-54,000
105
$4.25M 0.25%
7,962
+191
106
$4.15M 0.25%
15,208
-2,067
107
$4.12M 0.24%
13,976
+194
108
$4.07M 0.24%
18,615
+2,566
109
$4.06M 0.24%
130,793
-2,565
110
$4.05M 0.24%
27,734
+595
111
$3.94M 0.23%
5,644
+53
112
$3.86M 0.23%
12,652
+123
113
$3.76M 0.22%
6,819
+1,124
114
$3.72M 0.22%
15,101
-210
115
$3.7M 0.22%
41,069
+2,249
116
$3.61M 0.21%
10,514
+193
117
$3.59M 0.21%
115,715
+2,888
118
$3.58M 0.21%
133,869
-7,993
119
$3.56M 0.21%
146,694
+5,007
120
$3.52M 0.21%
41,540
+200
121
$3.51M 0.21%
34,227
-862
122
$3.48M 0.21%
128,438
+2,934
123
$3.42M 0.2%
133,532
-28,322
124
$3.34M 0.2%
7,217
125
$3.33M 0.2%
4,160
+174
3 4
5
6 7