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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$816K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78.4K 0.01%
402
+2
227
$78.2K 0.01%
6,970
228
$77.9K 0.01%
2,150
+214
229
$77.8K 0.01%
811
230
$76.8K 0.01%
1,101
231
$76.1K 0.01%
254
-213
232
$75.9K 0.01%
811
233
$75.2K 0.01%
220
-327
234
$75K 0.01%
1,669
235
$74.4K 0.01%
1,724
-505
236
$74.4K 0.01%
1,396
-345
237
$73.3K 0.01%
1,216
+13
238
$73.2K 0.01%
720
239
$71.8K 0.01%
1,727
-2,114
240
$69.9K 0.01%
860
+2
241
$69.3K 0.01%
270
-85
242
$68.9K 0.01%
918
243
$67.3K 0.01%
313
-252
244
$66.8K 0.01%
2,661
-1,020
245
$66.6K 0.01%
2,323
-3,953
246
$66.6K 0.01%
1,031
-430
247
$65.8K 0.01%
4,289
248
$64.4K 0.01%
790
249
$64.3K 0.01%
858
250
$63.8K 0.01%
1,092
8 9
10
11 12