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
151
$2.39M 0.14%
17,830
-1,300
152
$2.37M 0.14%
28,350
+1,075
153
$2.33M 0.14%
23,449
-787
154
$2.26M 0.13%
45,680
-265
155
$2.24M 0.13%
39,265
+948
156
$2.19M 0.13%
3
157
$2.18M 0.13%
10,262
-556
158
$2.16M 0.13%
35,125
+174
159
$2.03M 0.12%
22,062
160
$2.01M 0.12%
87,388
+9,403
161
$1.97M 0.12%
4,866
+140
162
$1.95M 0.12%
14,477
+1,778
163
$1.92M 0.11%
24,231
-302
164
$1.91M 0.11%
18,930
-49,882
165
$1.9M 0.11%
9,770
+330
166
$1.89M 0.11%
27,297
+12,949
167
$1.85M 0.11%
98,439
168
$1.84M 0.11%
3,618
+2,300
169
$1.84M 0.11%
6,842
-447
170
$1.84M 0.11%
13,946
-69
171
$1.84M 0.11%
5,901
-21,426
172
$1.83M 0.11%
10,540
-1,879
173
$1.78M 0.11%
3,654
+11
174
$1.77M 0.11%
23,852
-1,815
175
$1.73M 0.1%
15,598
+1,363
5 6
7
8 9