CAG

Crestwood Advisors Group Portfolio holdings

AUM $5.58B
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$42.6M
2 +$30.8M
3 +$27.3M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$20.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.23%
2 Technology 10.54%
3 Healthcare 7.92%
4 Consumer Staples 7.12%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$148K 0.03%
+11,200
127
$142K 0.03%
+20,000
128
$24K ﹤0.01%
+4,948