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
176
$1.7M 0.1%
+1,900
177
$1.7M 0.1%
30,308
-2,458
178
$1.7M 0.1%
15,148
+274
179
$1.7M 0.1%
75,374
+2,142
180
$1.69M 0.1%
54,968
+561
181
$1.68M 0.1%
4,321
-11
182
$1.67M 0.1%
16,411
+5,520
183
$1.62M 0.1%
8,207
-10
184
$1.58M 0.09%
30,699
-389
185
$1.55M 0.09%
2,722
+283
186
$1.54M 0.09%
5,495
-5,429
187
$1.54M 0.09%
10,644
-17
188
$1.46M 0.09%
21,438
+901
189
$1.46M 0.09%
+34,356
190
$1.43M 0.09%
6,153
+159
191
$1.42M 0.08%
15,382
+5,277
192
$1.4M 0.08%
2,741
193
$1.38M 0.08%
3,860
+2,611
194
$1.34M 0.08%
28,394
+221
195
$1.32M 0.08%
10,410
-140
196
$1.31M 0.08%
108,322
197
$1.29M 0.08%
7,068
+337
198
$1.27M 0.08%
18,399
199
$1.26M 0.07%
+12,706
200
$1.25M 0.07%
5,590
-101
6 7
8
9 10