CPW

Crestmont Private Wealth Portfolio holdings

AUM $277M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$987K
3 +$311K
4
XOM icon
Exxon Mobil
XOM
+$295K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$287K

Top Sells

1 +$999K
2 +$720K
3 +$635K
4
MMM icon
3M
MMM
+$261K
5
VRSN icon
VeriSign
VRSN
+$245K

Sector Composition

1 Financials 3.4%
2 Energy 1.87%
3 Industrials 1%
4 Technology 0.68%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,085