CPW

Crestmont Private Wealth Portfolio holdings

AUM $303M
1-Year Est. Return 11.92%
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$1.57M
3
+$926K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$835K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$731K

Top Sells

1
+$326K
2
+$229K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$154K
5
REET icon
iShares Global REIT ETF
REET
+$146K

Sector Composition

1 Financials 6.43%
2 Energy 2.33%
3 Industrials 0.06%
4 Materials 0.01%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
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