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
$228M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.88M
3
+$967K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$521K

Top Sells

1
+$1.55M
2
+$1.31M
3
+$821K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$721K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$448K

Sector Composition

1 Communication Services 36.66%
2 Energy 7.07%
3 Technology 3.06%
4 Financials 2.27%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+25
227
$3K ﹤0.01%
86
-327
228
$3K ﹤0.01%
+38
229
$3K ﹤0.01%
145
+50
230
$3K ﹤0.01%
+87
231
$3K ﹤0.01%
13
-228
232
$3K ﹤0.01%
23
233
$3K ﹤0.01%
+14
234
$3K ﹤0.01%
+20
235
$3K ﹤0.01%
+84
236
$3K ﹤0.01%
+50
237
$2K ﹤0.01%
+88
238
$2K ﹤0.01%
+58
239
$2K ﹤0.01%
+48
240
$2K ﹤0.01%
19
-687
241
$2K ﹤0.01%
40
-35
242
$2K ﹤0.01%
54
243
$2K ﹤0.01%
53
-817
244
$1K ﹤0.01%
+22
245
$1K ﹤0.01%
1,000
246
$1K ﹤0.01%
8
247
$1K ﹤0.01%
35
248
$1K ﹤0.01%
150
249
$1K ﹤0.01%
14
250
– –
-250
8 9
10
11 12