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
201
$1.24M 0.07%
12,769
-92
202
$1.24M 0.07%
28,380
-204
203
$1.22M 0.07%
25,327
-678
204
$1.21M 0.07%
16,416
+870
205
$1.19M 0.07%
16,816
+1,322
206
$1.19M 0.07%
44,001
207
$1.19M 0.07%
3,894
-3,497
208
$1.18M 0.07%
17,647
209
$1.16M 0.07%
+1,398
210
$1.14M 0.07%
16,362
-39
211
$1.13M 0.07%
14,089
+322
212
$1.12M 0.07%
4,050
+1,498
213
$1.12M 0.07%
22,248
-15,130
214
$1.11M 0.07%
12,178
-63
215
$1.1M 0.07%
+4,532
216
$1.1M 0.07%
21,060
-1,126
217
$1.09M 0.06%
2,980
+99
218
$1.09M 0.06%
24,822
-980
219
$1.09M 0.06%
3,104
-148
220
$1.08M 0.06%
5,142
-39
221
$1.08M 0.06%
4,883
+6
222
$1.08M 0.06%
23,535
-712
223
$1.05M 0.06%
+10,076
224
$1.04M 0.06%
18,287
+101
225
$1.04M 0.06%
14,739
-71
7 8
9
10 11