CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K 0.01%
60
+10
227
$6K 0.01%
250
228
$5K ﹤0.01%
105
229
$5K ﹤0.01%
200
230
$5K ﹤0.01%
56
-300
231
$5K ﹤0.01%
50
232
$4K ﹤0.01%
158
233
$4K ﹤0.01%
58
+1
234
$4K ﹤0.01%
233
235
$4K ﹤0.01%
280
236
$4K ﹤0.01%
500
237
$3K ﹤0.01%
250
238
$3K ﹤0.01%
27
239
$3K ﹤0.01%
50
240
$3K ﹤0.01%
23
241
$2K ﹤0.01%
725
+17
242
$2K ﹤0.01%
17
243
$2K ﹤0.01%
35
244
$2K ﹤0.01%
78
245
$2K ﹤0.01%
+49
246
$1K ﹤0.01%
14
247
$1K ﹤0.01%
50
248
$1K ﹤0.01%
12
-138
249
$1K ﹤0.01%
29
250
$1K ﹤0.01%
50
8 9
10
11 12