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CAG
Crestwood Advisors Group Portfolio holdings
AUM
$5.94B
1-Year Est. Return
19.45%
This Fund
S&P 500
1 Year Est. Return
+19.45%
AUM
$1.37B
AUM Growth
+$98.5M
(+7.7%)
Holding
190
Top Buys
| 1 | +$23.6M | |
| 2 | +$13.4M | |
| 3 | +$8.12M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$6.47M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.79M |
Top Sells
| 1 | +$6.26M | |
| 2 | +$2.46M | |
| 3 | +$1.65M | |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$1.08M |
| 5 |
AFB
AllianceBernstein National Municipal Income Fund
AFB
|
+$530K |
Sector Composition
| 1 | Financials | 17.32% |
| 2 | Technology | 15.77% |
| 3 | Healthcare | 10.19% |
| 4 | Industrials | 5.87% |
| 5 | Consumer Staples | 4.8% |