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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$138K 0.02%
3,515
-636
227
$137K 0.02%
1,400
228
$137K 0.02%
3,163
-367
229
$137K 0.02%
+799
230
$136K 0.02%
1,150
-750
231
$134K 0.02%
1,726
-534
232
$134K 0.02%
3,800
-400
233
$132K 0.01%
2,646
234
$131K 0.01%
5,089
235
$129K 0.01%
1,977
-115
236
$129K 0.01%
708
+7
237
$129K 0.01%
5,000
238
$126K 0.01%
691
239
$126K 0.01%
715
240
$126K 0.01%
10,000
-4,200
241
$124K 0.01%
79
+26
242
$123K 0.01%
2,251
+670
243
$122K 0.01%
1,380
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244
$117K 0.01%
130
+37
245
$117K 0.01%
1,452
-60
246
$116K 0.01%
401
-34
247
$115K 0.01%
1,612
+328
248
$115K 0.01%
1,670
-254
249
$114K 0.01%
1,041
250
$114K 0.01%
3,923
8 9
10
11 12