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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
126
+17
227
$14K 0.01%
148
-20
228
$13K 0.01%
191
229
$13K 0.01%
133
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$13K 0.01%
249
-84
231
$13K 0.01%
84
232
$13K 0.01%
62
+32
233
$13K 0.01%
36
-42
234
$13K 0.01%
185
235
$12K ﹤0.01%
77
+35
236
$12K ﹤0.01%
311
-102
237
$12K ﹤0.01%
450
+69
238
$12K ﹤0.01%
264
-30
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$12K ﹤0.01%
142
240
$12K ﹤0.01%
300
-223
241
$12K ﹤0.01%
30
+6
242
$12K ﹤0.01%
39
-24
243
$11K ﹤0.01%
106
244
$11K ﹤0.01%
395
245
$11K ﹤0.01%
50
-67
246
$11K ﹤0.01%
34
-17
247
$11K ﹤0.01%
329
248
$11K ﹤0.01%
151
249
$11K ﹤0.01%
127
250
$11K ﹤0.01%
186
8 9
10
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