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
251
$63.2K 0.01%
647
252
$62.6K 0.01%
1,800
253
$61.6K 0.01%
433
254
$61.2K 0.01%
250
255
$59.7K 0.01%
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256
$59.6K 0.01%
895
-35
257
$58.5K 0.01%
410
-59
258
$57.6K 0.01%
1,159
-1,259
259
$57.1K 0.01%
359
+4
260
$56.6K 0.01%
514
+5
261
$56.3K 0.01%
600
262
$53.2K 0.01%
260
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263
$52.7K 0.01%
1,011
-310
264
$51.6K 0.01%
351
-30
265
$51K 0.01%
1,000
266
$51K 0.01%
832
-1,190
267
$50.1K 0.01%
646
268
$49.9K 0.01%
370
269
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131
-105
270
$48.9K 0.01%
646
271
$48.7K 0.01%
1,000
272
$48.1K 0.01%
100
273
$46.9K 0.01%
891
274
$46.9K 0.01%
245
-7
275
$46.7K 0.01%
1,414
-678
9 10
11
12 13