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Home > Institutional Investor > Crestmont Private Wealth Llc > Profile

Instuitional Investor - Crestmont Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Crestmont Private Wealth Llc
Portfolio Value $196,522,999
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 111,234 $53,128,520 27.03%
2.
Vanguard Index Fds
 96,841 $42,300,150 21.52%
3.
Ishares Trust
 IEF 154,771 $15,361,022 7.81%
4.
Vanguard Intl Equity Index Funds
 VWO 313,766 $12,895,783 6.56%
5.
Vanguard Tax-Managed Fds
 258,256 $12,370,462 6.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)