CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
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