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
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+25
252
$1K ﹤0.01%
33
253
$1K ﹤0.01%
65
254
– –
-7
255
– –
-420
256
– –
-175
257
– –
-109
258
– –
-64
259
– –
-513
260
– –
-106
261
– –
-194
262
– –
-294
263
– –
-48
264
– –
-64
265
– –
-250
266
– –
-400
267
– –
-2,001
268
– –
-318
269
– –
-305
270
$0 ﹤0.01%
10
271
– –
-500
272
– –
-15
273
– –
-550
274
$0 ﹤0.01%
14
275
– –
-134
8 9 10
11
12