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
251
$114K 0.01%
477
-178
252
$113K 0.01%
1,905
-144
253
$112K 0.01%
2,055
+414
254
$112K 0.01%
363
-83
255
$111K 0.01%
468
-11
256
$111K 0.01%
1,404
-75
257
$109K 0.01%
1,112
-173
258
$108K 0.01%
1,800
+195
259
$108K 0.01%
1,456
+527
260
$107K 0.01%
2,680
261
$106K 0.01%
896
-6
262
$105K 0.01%
534
-25
263
$104K 0.01%
452
264
$103K 0.01%
3,093
265
$102K 0.01%
1,113
-313
266
$102K 0.01%
1,324
267
$102K 0.01%
13,149
268
$101K 0.01%
+2,034
269
$99.1K 0.01%
928
270
$98.4K 0.01%
2,000
271
$98.3K 0.01%
1,101
-46
272
$97.7K 0.01%
255
-7
273
$97.6K 0.01%
1,330
274
$97.3K 0.01%
657
+77
275
$96.7K 0.01%
906
-97
9 10
11
12 13