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
126
$3.31M 0.2%
30,342
-1,925
127
$3.3M 0.2%
35,111
-2,227
128
$3.28M 0.19%
16,038
+2,312
129
$3.23M 0.19%
2,123
+124
130
$3.21M 0.19%
+25,296
131
$3.18M 0.19%
31,085
+28,226
132
$3.17M 0.19%
74,467
-983
133
$3.06M 0.18%
2,921
+1,827
134
$3.06M 0.18%
51,007
+4,533
135
$2.98M 0.18%
117,402
-10,695
136
$2.93M 0.17%
44,708
-786
137
$2.89M 0.17%
24,252
+11,529
138
$2.85M 0.17%
19,929
+168
139
$2.85M 0.17%
15,596
+414
140
$2.8M 0.17%
6,937
+2,648
141
$2.76M 0.16%
12,495
+626
142
$2.71M 0.16%
35,090
-155
143
$2.68M 0.16%
47,722
+5,140
144
$2.66M 0.16%
42,531
+1,332
145
$2.66M 0.16%
3,758
-19
146
$2.6M 0.15%
4,923
+307
147
$2.57M 0.15%
40,501
+2,689
148
$2.57M 0.15%
118,444
149
$2.47M 0.15%
97,284
-10,483
150
$2.43M 0.14%
46,715
-1,000
4 5
6
7 8